SC
SC

Steven Colamarino

18 Years of Experience
West Palm Beach, FL
Broker

Steven Colamarino is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 18 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

777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401

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

Steven is on the Executive Committee for the Young Friends of the Kravis Center, a charitable organization. He dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - October 2025 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - October 2025 · 10 yrs 7 mos
UBS Financial Services INC.
April 2008 - March 2015 · 6 yrs 11 mos
UBS Financial Services INC.Broker
April 2008 - March 2015 · 6 yrs 11 mos
Credit Suisse Securities (USA) LLC
December 2007 - April 2008 · 4 mos
Credit Suisse Securities (USA) LLCBroker
October 2007 - April 2008 · 6 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAIDILKSKYMAMDMEMIMTNCNENHNJNVNYOHORPASCTNTXUTVAVTWAWY
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.