Arthur Stevens
Arthur Stevens is a CFP-designated registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 52 years of industry experience. Arthur 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
1650 Market Street 42nd Floor, Philadelphia, PA, 19103
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Regulatory History (1)
Customer Dispute
October 2009Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Loeb PartnersBroker
Hornblower, Weeks, Noyes & Trask IncorporatedBroker
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
State Registrations35 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.
Exams
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