Steven Allison is a registered investment advisor at Morgan Stanley, based in Stuart, FL, with 23 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
729 South West FEDERAL HIGHWAY, Suite 300, Stuart, FL, 34994
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Regulatory History (1)
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Customer Dispute
December 2005Closed-No Action
Other Business Activities
Steven is a partner at Real Property Solutions Group II LLC, a real estate company, and a sole proprietor/owner/partner of Steven J Allison & Mary Beth Allison Rev Trust, a rental property. These activities require minimal time and are investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2002 - April 2007 · 4 yrs 9 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations39 states
AZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHOKORPARISCTNTXVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.