Steven Rini is a registered investment advisor at Morgan Stanley, based in Westlake, OH, with 25 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145
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Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
Steven is involved in several investment-related activities, including managing member of Rini Family LLC, trustee/successor of Rini Brothers LLC, board member of Tersus Life Sciences LLC and Rini Realty Company, and trustee/co-trustee for multiple trusts. He also serves on the marketing committee for West Side Catholic Center, dedicating minimal time to this non-profit organization.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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