Steven Meyers

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

• 03/2009 → 10/2025
  Ubs Financial Services Inc.
  White Plains, NY
• 10/2025 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-02-08 → 2025-10-14
  Ubs Financial Services Inc.
  Purchase, NY
  Mamaroneck, NY

Other Businesses

(1) 666205 - SAPC Shore Acres Pool Club; Not Investment Related; Mamaroneck, NY; Recreation; Board Member; Start 01-January-2024; During business hours: 0; After business hours: 1; I oversee the Lifeguards for the pool community. (2) Revocable Living Trust for M.M, W.M and S.M Trustees; Harrison, NY; Trust, Household Goods & Textiles, Living Expenses; Owning Stocks, Son of Mother; Paying Bills, Protect Mother; Start 15-November-2024. Co-Trustee on mother's account. Ongoing investing for monthly expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-27
• S63 Uniform Securities Agent State Law Examination
  1991-10-09

Other Names

• Steven Bennett Meyers