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Steven Lawrence Lanza

Morgan Stanley

El Segundo, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
CA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • CA RA
    APPROVED
    Since 2009-06-01

Branch Locations

2141 Rosecrans Avenue Suite 3100, El Segundo, CA 90245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. El Segundo CA 10/1993 Present
Morgan Stanley Smith Barney El Segundo CA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 10/1993 → Present
    El Segundo, CA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    El Segundo, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1)ALT RECOVERY GROUP LLC; DIRECTOR; BOARD MEMBER; HELP PEOPLE WITH TREATMENT AND RECOVERY FROM OPIATE DEPENDANCY; 1.0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 02/2013 2)DENVER RECOVERY GROUP LLC; OWNER/PARTNER; 01/2015; OPIATE TREATMENT FACILITY;1.0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 3)ALT Recovery Group 2 LLC; Investment related - No; City, State; Opiate Treatment Program; owner/partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 1 *499062- DRG Property LLC; Investment related-Yes; Denver, Colorado; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 0 *618825- silverlake partners llc; Investment related: Yes; la quinta, California; silverlake partners llc was created to hold the already approved OBI Betzon LLC.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 0; i am a 50% partner in silverlake partners. I am a silent/minority partner in Betzon llc. other than being a partner in silverlake partners, i will have do active duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-25
S63 Uniform Securities Agent State Law Examination 1994-03-11
  • S65 Uniform Investment Adviser Law Examination
    1995-01-25
  • S63 Uniform Securities Agent State Law Examination
    1994-03-11
Other Names
  • Steve Lanza

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