Best Investors Account Sign in

Stephen L Egan

Morgan Stanley

Purchase, NY

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-08
  • NY RA
    APPROVED
    Since 2024-03-08

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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
Morgan Stanley Purchase NY 12/2021 Present
Wells Fargo Private Bank Princeton NJ 04/2018 12/2021
Wells Fargo Advisors Oakhurst NJ 09/2017 04/2018
Wells Fargo Bank Scotch Plains NJ 04/2016 09/2017
  • 12/2021 → Present
    Morgan Stanley
    Purchase, NY
  • 04/2018 → 12/2021
    Wells Fargo Private Bank
    Princeton, NJ
  • 09/2017 → 04/2018
    Wells Fargo Advisors
    Oakhurst, NJ
  • 04/2016 → 09/2017
    Wells Fargo Bank
    Scotch Plains, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
  • S66 Uniform Combined State Law Examination
    2024-03-08
Other Names
  • Stephen Egan

View on SEC IAPD

More in Purchase, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor