Steven Naylor is a CFP-designated registered investment advisor at Morgan Stanley, based in Canton, GA, with 11 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
Canton, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Morgan Stanley
March 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
May 2021 - September 2023 · 2 yrs 4 mos
E*trade Securities LLCBroker
May 2021 - September 2023 · 2 yrs 4 mos
Raymond James & Associates, INC.
June 2019 - June 2021 · 2 yrs
Raymond James & Associates, INC.Broker
June 2019 - June 2021 · 2 yrs
UBS Financial Services INC.
April 2017 - June 2019 · 2 yrs 2 mos
UBS Financial Services INC.Broker
April 2017 - June 2019 · 2 yrs 2 mos
E*trade Capital Management, LLC
July 2016 - March 2017 · 8 mos
E*trade Securities LLCBroker
March 2014 - March 2017 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.