Gerhard Steven

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

• 07/2022 → Present
  Morgan Stanley
  Palm Harbor, FL
• 04/2020 → 03/2021
  Virgin Islands Small Business Development
  Saint Thomas, VI
• 07/2017 → 10/2017
  Food Lion
  Durham, NC
• 01/2021 → 03/2022
  Ger Taxi Services
  Saint Croix, VI
• 03/2019 → 10/2019
  Integrated Service Company
  Saint Croix, VI
• 05/2018 → 10/2018
  Federal Emergency Management Agency
  Saint Croix, VI
• 05/2018 → 09/2018
  Project Promise
  Saint Croix, VI
• 11/2017 → 01/2018
  Nabisco
  Burlington, NC
• 08/2015 → 07/2017
  Duke University
  Durham, NC
• 07/2017 → 12/2017
  Duke University
  Durham, NC
• 02/2018 → 04/2018
  N/A
  Saint Croix, VI
• 11/2018 → 02/2019
  N/A
  Saint Croix, VI
• 11/2019 → 03/2020
  N/A
  Saint Croix, VI
• 04/2022 → 06/2022
  N/A
  Brandon, FL
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-22

Other Names

• Gerhard Steven