Steven Witsman is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 16 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
60 East South Temple, 20th Floor, Salt Lake City, UT, 84111
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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 →Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2011 - April 2013 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
January 2011 - April 2013 · 2 yrs 3 mos
Wells Fargo Investments, LLCBroker
December 2010 - January 2011 · 1 mo
Fidelity Brokerage Services LLCBroker
July 2007 - August 2009 · 2 yrs 1 mo
State Registrations42 states
AKAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.