Steven Beck

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

• 03/2016 → 01/2017
  Unemployed
  New York, NY
• 01/2017 → 11/2017
  Norfolk Markets, Llc
  New York, NY
• 12/2017 → 07/2018
  Odeon Capital Group
  New York, NY
• 10/2019 → Present
  Morgan Stanley
  New York, NY
• 01/2019 → 08/2019
  Boost Payment Solutions
  New York, NY
• 10/2018 → 12/2018
  Battea Class Action Services
  Stamford, CT
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

Board Member, Write on Sports, Non Profit, South Orange, NJ. Not for compensation. 4 hours per month, zero hours during trading hours. Non-investment related. PO BOX 833. South Orange, NJ 07079. I have been a board member since 2009. My duties involve planning and fundraising.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-28
• S63 Uniform Securities Agent State Law Examination
  1984-12-11

Other Names

• Steven Paul Beck