SB
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Stephanie Bregante

7 Years of Experience
Phoenix, AZ
Broker

Stephanie Bregante is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 7 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

2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016

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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

Stephanie works in customer service for Qwick, a restaurant/bar/nightclub in Phoenix, AZ. This takes about 10-20% of Stephanie's time after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
September 2020 - Present · 6 yrs
Previous Registrations
Solium Financial Services LLCBroker
September 2019 - September 2020 · 1 yr
Charles Schwab & CO., INC.
March 2019 - June 2019 · 3 mos
Charles Schwab & CO., INC.Broker
May 2018 - June 2019 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.