Steven Denicke

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

• 06/2026 → Present
  Morgan Stanley
  San Francisco, CA
• 06/2021 → 08/2022
  Freedom Mortgage
  Tempe, AZ
• 09/2022 → 03/2023
  Safelease
  Santa Rosa, CA
• 03/2023 → 05/2024
  Storage Corner Group
  Los Altos, CA
• 06/2024 → 05/2026
  Nor-Cal Moving Services
  San Francisco, CA
• 03/2020 → 05/2021
  Tuple Technologies
  Chico, CA
• 08/2019 → 04/2020
  Bmu Associated Students - Csu Chico
  Chico, CA
• 06/2019 → 08/2019
  Morgan Stanley
  San Francisco, CA
• 05/2019 → 08/2019
  Bohemian Grove
  Monte Rio, CA
• 08/2018 → 06/2019
  Student - Csu Chico
  Chico, CA
• 06/2018 → 08/2018
  Bohemian Grove
  Monte Rio, CA
• 08/2017 → 06/2018
  Student - Csu Chico
  Chico, CA
• 06/2017 → 08/2017
  Safari West
  Santa Rosa, CA
• 01/2016 → 06/2017
  Fountaingrove Golf Course
  Santa Rosa, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-06

Other Names

• Steven Richard Denicke