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Stephanie Smith is a registered investment advisor at Morgan Stanley, based in Casper, WY, with 2 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
322 South David Street, Suite B, Casper, WY, 82601
Get directionsHistory
Regulatory History (2)
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Criminal
May 2011Final Disposition
Criminal
August 2010Final Disposition
Other Business Activities
Stephanie is a partner in FIT 5150 LLC and FIT 6063 LLC, both doing business as Orangetheory Fitness in Casper, Wyoming, dedicating minimal time to these ventures. She also owns rental property in New Braunfels, Texas, with minimal time commitment due to a property manager.
Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2023 - December 2023 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2023 - December 2023 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.