About this Advisor
Stephanie Von Pressentin is an investment advisor whose office is in Seattle, Washington. Currently an advisor at Morgan Stanley, they have accrued 11 years of professional experience in the financial advisory industry. Von Pressentin holds Series 63 and Series 66 licenses, designating them as a securities agent. Von Pressentin is registered to work with clients based out of Washington. Von Pressentin has worked their complete career at Morgan Stanley. Morgan Stanley is located in Seattle, Washington, and operates out of 726 additional locations in the United States. Overall, Morgan Stanley oversees $904 billion in assets throughout 1,863,328 client accounts and retains more than 25,600 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 1,273,068 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Morgan Stanley can offer 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 may charge clients 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
Stephanie Von Pressentin Work History
Stephanie has 11 years of experience.
Morgan Stanley Smith Barney
Stephanie Von Pressentin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA