SG
SG
Steven Goodwin is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
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Criminal
May 1986Final Disposition
Other Business Activities
Steven is the sole proprietor/owner of Slogray LLC, a real estate property management company, since October 2023. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Bear, Stearns & CO. INC.
January 2003 - May 2008 · 5 yrs 4 mos
Bear, Stearns & CO. INC.Broker
December 2002 - May 2008 · 5 yrs 5 mos
UBS Painewebber INC.
February 2001 - December 2002 · 1 yr 10 mos
UBS Painewebber INC.Broker
January 2001 - December 2002 · 1 yr 11 mos
State Registrations36 states
AKARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMONCNHNJNMNVNYOHORPASCTXWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.