Stefan
Mayerschoff
Morgan Stanley
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About this Advisor
Stefan Mayerschoff is a financial advisor working in Dallas, Texas with 1 year of relevant experience. Mayerschoff is an employee of Morgan Stanley. Throughout their career, Mayerschoff has worked at United States Navy Reserve, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Suntrust Investment Services, Inc, Suntrust Bank, Inc, Suntrust Advisory Services and Morgan Stanley. Mayerschoff holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Morgan Stanley is a company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets under management between its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets. Morgan Stanley offers a broad assortment of services, including 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Morgan Stanley can include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
- Other
Stefan Mayerschoff Work History
Stefan has been registered as a financial advisor for 1 years.*
Morgan Stanley
United States Navy Reserve
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust Bank, Inc
Wells Fargo Bank Na
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stefan Mayerschoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Columbia, SC
New Haven, CT
Garden City, NY
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Walnut Creek, CA
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Pueblo, CO
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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