Scott
Steinberg

Morgan Stanley

CRD#4697319
Investment Advisor
in New York, NY
Are you Scott Steinberg? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Steinberg is a certified financial planner operating in New York, New York, who has been in the advisory business for 15 years. Steinberg is an advisor for Morgan Stanley. During their career, Steinberg has held roles at Morgan Stanley, National Life Of Vermont and Equity Services Inc. Steinberg has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to work in New Jersey. Morgan Stanley is an advisory firm that has its headquarters in New York, New York. The firm has offices in 702 locations and a total of 26,000 people on staff. It controls $735 billion in total assets between its 1,724,668 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 283 charities and foundations. Morgan Stanley provides a number 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. Financial management fee schedules largely are based on which services are provided. However, fee types billed by Morgan Stanley most likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

399 Park Ave. 12Th Floor
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Scott Steinberg Work History

Scott has 15 years of experience.

2013 - Present (6 years)

Morgan Stanley

2003 - 2012 (9 years)

National Life Of Vermont

2003 - 2012 (9 years)

Equity Services Inc

Disclosures

Scott Steinberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started