SC
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Steven Christie

14 Years of Experience
Melville, NY
Broker

Steven Christie is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 14 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

58 South Service Road, Suite 400, Melville, NY, 11747

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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

Steven is a limited partner in Drawing Away Stable, a horse racing limited partnership, since 2011. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
May 2014 - December 2020 · 6 yrs 7 mos
State Farm Vp Management CORP.Broker
October 2011 - April 2014 · 2 yrs 6 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXVAVTVirgin IslandsWAWIWVWY
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.