Steven Paul Hoke

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Chico, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-04-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chico, CA
• 2005-07-21 → 2009-04-20
  Banc Of America Investment Services, Inc.
  Oroville, CA
  Susanville, CA
  Chico, CA
  Chico, CA
  Willows, CA
  Orland, CA
  Chico, CA
• 2004-04-27 → 2005-06-21
  Lehman Brothers Inc.
  San Francisco, CA

Other Businesses

*648762- Hobert Shore Ave LLC; Investment related: Yes; Freeland, Washington; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2003-10-20

Other Names

• Steve Hoke