Steven P Kessler

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

• 07/2000 → 09/2021
  Fidelity Brokerage Services, Inc
  Dallas, TX
• 07/2018 → 09/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2023 → Present
  Morgan Stanley
  Fort Worth, TX
• 10/2021 → 03/2023
  Unemployed
  Westworth Village, TX
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-07-13 → 2021-10-01
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2005-02-23 → 2018-07-13
  Strategic Advisers Llc
  Fort Worth, TX
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2004-10-22
• S63 Uniform Securities Agent State Law Examination
  1997-11-12

Other Names

• Steven Paul Kessler
• Steve Kessler