Stephen Foy is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
28 State Street 26th Floor, Boston, MA, 02110
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Regulatory History (1)
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Criminal
January 1995Final Disposition
Other Business Activities
Stephen is on the finance or investment committee for The Free Masons - Winslow Lewis Lodge, providing general advice and commentary. This activity takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
August 2009 - Present · 16 yrs 9 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2000 - April 2007 · 6 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.