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About this Advisor
Stephen Betz is an investment advisor who lives in Torrance, California. Currently a registered advisor at Morgan Stanley, they have accumulated 17 years of professional experience in the financial advisory industry. Betz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Betz can advise customers in California and Colorado. The advisor has gained experience at Morgan Stanley Private Bank, National Association, Citigroup Global Markets Inc and Morgan Stanley Smith Barney. Morgan Stanley is based out of Torrance, California, and has 702 additional brick-and-mortar locations throughout the nation. Overall, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephen Betz Work History
Stephen has 17 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Stephen Betz has no disclosures.
Please visit their SEC profile for more details.
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