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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
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
Steven Scerra Work History
Steven has 25 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Steven Scerra has disclosures.
Please visit their SEC profile for more details.