Steven Lease is a registered investment advisor at Morgan Stanley, based in Roseville, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the sole proprietor/owner of Lease Family Trust, a real estate venture, since 2020, dedicating minimal time outside business hours. He also has a successor role in a POA since 2022, dedicating minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations18 states
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