SG
SG

Stephanie Gamber

23 Years of Experience
Berwyn, PA
Broker

Stephanie Gamber is a registered investment advisor at Morgan Stanley, based in Berwyn, PA, 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

899 Cassatt Road, Suite 100, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stephanie is involved with a trust in Naples, Florida since February 2023. This investment-related activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - November 2011 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - November 2011 · 4 yrs 9 mos
PNC Investments
November 2004 - February 2007 · 2 yrs 3 mos
PNC InvestmentsBroker
August 2004 - February 2007 · 2 yrs 6 mos
Mony Securities CorporationBroker
March 2003 - August 2004 · 1 yr 5 mos
State Registrations25 states
CACOCTDCDEFLGAILMAMDMEMINCNHNJNYOHORPASCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.