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Stanley Stephens

19 Years of Experience
Tulsa, OK
Broker

Stanley Stephens is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
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Location

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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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

Stanley is the owner of Midwest Marketplace OKC, an S-Corp selling products on Amazon through FBA. However, his wife solely runs the business, and Stanley has no responsibilities or tasks related to it.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - August 2021 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - August 2021 · 10 yrs 9 mos
Edward Jones
January 2007 - November 2010 · 3 yrs 10 mos
Edward JonesBroker
October 2006 - November 2010 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.