Steven
Scerra

Morgan Stanley

CRD#1200076
Investment Advisor
in New York, NY
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About this Advisor

Steven Scerra is an investment advisor whose office is in New York, New York. Currently a registered investment advisor at Morgan Stanley, Scerra has an impressive 25 years of experience as an investment advisor. Scerra has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Scerra is able to operate in California. Their career trajectory has included roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of New York, New York, and has 702 brick-and-mortar locations in the United States. In aggregate, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and employs more than 26,000 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley can provide 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's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

Yes

Office Location

590 Madison Avenue
New York, NY 10022

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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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
  • Other

Steven Scerra Work History

Steven has 25 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

1993 - Present (26 years)

Citigroup Global Markets Inc

Disclosures

Steven Scerra has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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