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Steven Robert Stinson

Morgan Stanley

West Conshohocken, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-02-22
TX RA APPROVED_RES 2009-06-01
  • PA RA
    APPROVED
    Since 2011-02-22
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc West Conshohocken PA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    West Conshohocken, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    West Conshohocken, PA
  • 2006-09-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    West Conshohocken, PA
    W. Conshohoc, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-06
S63 Uniform Securities Agent State Law Examination 1998-06-29
  • S65 Uniform Investment Adviser Law Examination
    1998-07-06
  • S63 Uniform Securities Agent State Law Examination
    1998-06-29

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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