Stephanie
Von Pressentin

Morgan Stanley

CRD#870025
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 66

Years of Experience

11 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

2 Union Square 601 Union Street
Seattle, WA 98101

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

$904,300,848,179

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

25,600

WA Average: 88
Total Number of Accounts

1,863,328

WA Average: 3,892
Average Account Size

$485,315

WA 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

Stephanie Von Pressentin Work History

Stephanie has 11 years of experience.

2009 - Present (12 years)

Morgan Stanley Smith Barney

Disclosures

Stephanie Von Pressentin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

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