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Steven Nakovich is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 49 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2008Settled
Customer Dispute
April 2001Denied
Other Business Activities
Steven leases his farm, Deer Ridge Farms LLC, to an operator for vegetable growing. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Bear, Stearns & CO. INC.
October 1997 - May 2008 · 10 yrs 7 mos
Bear, Stearns & CO. INC.Broker
July 1976 - May 2008 · 31 yrs 10 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.