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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
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
Scott Steinberg Work History
Scott has 15 years of experience.
National Life Of Vermont
Equity Services Inc
Scott Steinberg has no disclosures.
Please visit their SEC profile for more details.