Steven Talia is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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.
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Firm Size
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Assets Under Management
Fee Structure
Location
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is an officer of SRT Real Estate LLC since 2019, spending minimal time outside business hours on property management. He is also a sole proprietor/owner in a lending business since May 2024, and an officer in 3T Brothers, LLC and SRT Family Holdings LLC, both technology companies, since late 2024/early 2025, spending minimal time outside business hours on administrative tasks.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations32 states
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