Steven Wright is a registered investment advisor at Morgan Stanley, based in Worthington, OH, with 9 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
Worthington, OH
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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
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
1914 Advisors
August 2019 - January 2022 · 2 yrs 5 mos
Boenning & Scattergood, INC.Broker
August 2019 - January 2022 · 2 yrs 5 mos
Cartwright Advisors LLC
August 2017 - August 2019 · 2 yrs
Sweney Cartwright & CompanyBroker
August 2017 - August 2019 · 2 yrs
Echo Advisors
March 2017 - August 2017 · 5 mos
Corecap Advisors
April 2016 - November 2016 · 7 mos
Corecap Investments, INC.Broker
March 2016 - November 2016 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.