Steven P Crowley

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

• 02/2021 → Present
  Morgan Stanley
  Atlanta, GA
• 05/2018 → 02/2020
  Perco Equipment Rental, Llc
  Madison, GA
• 07/2016 → 02/2021
  Southern Land Conservation, Llc
  Madison, GA
• 05/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

Southern Resource Strategies, LLC (SRS) PO Box 1002 Madison, GA 30650 -Passive Partner -02/2017 -SRS has performed due diligence on various raw land -SRS owns an office building in GA that it currently has leased out. -SRS has some mineral claims in NV that it has performed due diligence on -0 hours/month during trading hours SRS Management, LLC (SRS MGMT) PO Box 1002 Madison, GA 30650 -Passive Partner -08/2017 -SRS MGMT holds a small interest position and is the Managing Member of multiple land holding entities that have raw land in GA and performs all managerial and bookkeeping tasks for those entities. -SRS MGMT oversees the office lease agreement between SRS and their tenant and receives a management fee to do so. -0 hours/month during trading hours Pencro Land LLC PO Box 1002 Madison, GA 30650 -Land holding entity -Passive Partner -11/2017 -Pencro Land owns raw land in GA -0 hours/month during trading hours Shoal Creek Strategies, LLC (SCS) PO Box 331 Madison, GA 30650 -Passive Partner -10/2019 -In the past, SCS performed due diligence on property it was pursuing to acquire -0 hours/month during trading hours SCS Management, LLC (SCS MGMT) PO Box 331 Madison, GA 30650 -Passive Partner -10/2019 -SCS MGMT holds a small interest position and is the Managing Member of land holding entities that have raw land in GA and performs all managerial and bookkeeping tasks for those entities. -0 hours/month during trading hours 424991- Long Range Capital, LLC; Investment related: Yes; Madison, Georgia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2018; During business hours: 0; After business hours: 2; Property Management High Falls Rock Land, LLC (HFRL) PO Box 1001 Madison, GA 30650 -Partner -01/2018 -HFRL owns raw land in GA -HFRL also holds a 1% interest as a passive member in Henry Hill, LLC which owns raw land in GA -0 hours/month during trading hours -1 hour/month outside of trading hours *425164- Southern Land Conservation, LLC; Investment related: Yes; Madison, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2016; During business hours: 0; After business hours: 1; Property Management KTB Equipment, LLC 1540 Greensboro HWY Madison, GA 30650 -Passive Partner -10/2019 -0 hours/month during trading hours -KTB owns an office building/warehouse that it has leased to a tenant PERCO Equipment Rentals, LLC 1540 Greensboro HWY Madison, GA 30650 -Equipment Rental Company focused on pipeline and utility industries -05/2018 -In early 2020 Perco sold majority interest and simultaneously merged with Pipeline Utility Rental Equipment, LLC -My interest has been heavily diluted -Passive Partner -0 hours/month during trading hours SBP Capital, LLC PO Box 1002 Madison, GA 30650 -Passive Partner -02/2017 -Owns raw land in GA and a rental house -Has a brokerage account with JP Morgan -invested in fund through Rockefeller Capital -small interest in Five Point Storage -majority interest in Core Lange Group, LLC which owns raw land in GA -0 hours/month during trading hours Five Points Storage, LLC (5PS) 169 South Main St. Madison, GA 30650 -5PS developed and owns a climate-controlled self storage facility managed by a third party -Passive Partner -09/2019 -0 hours/month during trading hours Outguided, LLC 169 South Main St. Madison, GA 30650 -startup tech focused on booking outdoor guided trips -Passive Partner -11/2020 -0 hours/month during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2021-04-22