Steven Illya Taub

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

• 05/2007 → 02/2023
  Citigroup Global Markets Inc.
  New York, NY
• 02/2023 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 03/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-05-29 → 2023-02-22
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Greenwich, CT
  Long Island City, NY
  New York, NY
  New York, NY
  New York, NY
  Ny, NY
  New York, NY
  New York, NY
  Long Island City, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Jacksonville, FL
  Fort Lee, NJ
  New York, NY
• 2004-12-06 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-07
• S63 Uniform Securities Agent State Law Examination
  1993-04-15

Other Names

• Steven I Taub