Stephen Wayne Edwards

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

• 10/2015 → Present
  Morgan Stanley Wealth Management
  New York, NY

Previous Registrations

• 2013-10-08 → 2015-12-31
  Ais Capital Management L.P.
  Wilton, CT
• 2009-02-27 → 2013-12-18
  Frontera Management, Llc
  Norwalk, CT

Other Businesses

*377561 - Don Tonio, LLC; Investment related Yes; Food Services: Mobile Kitchen; Director (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 1

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23