Steven Anderson is a CFP-designated registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 15 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
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a publisher since 2020, dedicating minimal time outside of business hours to sales and marketing. This activity is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations44 states
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