SB
SB

Stephanie Belles

19 Years of Experience
Latham, NY
Broker

Stephanie Belles is a registered investment advisor at Morgan Stanley, based in Latham, NY, with 19 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
Loading...

Location

1212 Troy Schenectady Road, Latham, NY, 12110

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Stephanie is a sole proprietor/owner/partner in 1 Park Place LLC since January 2018, and a partner in H.F. Park Property LLC since January 2021, both real estate ventures. These activities are investment-related and require minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
State Registrations40 states
AKALAZCACOCTDCDEFLGAHIIAIDINKYLAMAMDMEMINCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Stephanie Belles - Financial Advisor | TrueAdvisor