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Stephen Collier

9 Years of Experience
Wesley Chapel, FL
Broker

Stephen Collier is a registered investment advisor at Morgan Stanley, based in Wesley Chapel, FL, 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

Wesley Chapel, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stephen is a general partner at Injection Plastics USA, a small plastic parts injection molding company, since 2020. He spends a few hours per week on activities such as web page development, market research, and connecting with distributors.

Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Securities LLCBroker
December 2016 - September 2023 · 6 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stephen Collier - Financial Advisor | TrueAdvisor