Steven L Leach

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

• 04/2025 → Present
  Morgan Stanley
  Dallas, TX
• 05/2022 → 04/2025
  Goldman Sachs
  Salt Lake City, UT
• 11/2021 → 05/2022
  Prince Perelson
  Salt Lake City, UT
• 12/2018 → 11/2021
  Allen's Camera
  Orem, UT
• 04/2019 → 06/2021
  Brigham Young University
  Provo, UT
• 07/2018 → 08/2019
  Vasa Fitness
  Provo, UT
• 02/2017 → 04/2017
  Cedar Springs Capital
  Dallas, TX
• 02/2015 → 02/2017
  Church Of Jesus Christ Of Latter-Day Saints
  Tokyo
• 04/2017 → 05/2021
  Brigham Young University
  Provo, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-10-13

Other Names

• Steven Lamar Leach