Steven Finley is a registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved in various baseball-related activities, including clinics, TV/radio appearances, and speaking engagements, ensuring they don't interfere with his work schedule. He is also a member of an LLC in sales, a consultant for Fin-Lee Sales LLC, teaches at MLB baseball camps, and consults for the San Diego Padres and Fox Sports San Diego, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations35 states
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