Steven Evanchik is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 20 years of industry experience. Steven 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
500 Post Road East, 3rd Floor, Westport, CT, 06880
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Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Steven is a partner at James and Elizabeth Newby, LTD, and a trustee/co-trustee for a trust, both investment-related. He is also a board member at J. William Newby Inc., a real estate company, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations33 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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