Steven Michael Koskinen

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Morgan Stanley
  Portland, ME

Other Businesses

*627403 - Saint Peter's Episcopal Church; Investment related: No; Portland, Maine; religious organization; Vestry Member(proprietor, partner, officer, director, employee, trustee, agent); 2/2025; During business hours: 0; After business hours: 5; Administrative:Business Development/Growth:Fundraising:Labor/Service *657621 - Rental Property for Farming ; Investment related: Yes; New Canada, Maine; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 3; Plan to lease the property to farmers. No canabis will be grown. Estimated income below

Exams

• S66 Uniform Combined State Law Examination
  2021-03-26
• S63 Uniform Securities Agent State Law Examination
  2014-12-19

Other Names

• Steven Michael Koskinen
• Steven Koskinen