Steven Dziobak is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 12 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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Regulatory History (1)
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Criminal
February 2010Final Disposition
Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
March 2016 - September 2022 · 6 yrs 6 mos
E*trade Securities LLCBroker
February 2015 - September 2022 · 7 yrs 7 mos
Fidelity Brokerage Services LLCBroker
July 2013 - December 2014 · 1 yr 5 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.