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Steven Michael Licciardi

Morgan Stanley

Cleveland, OH

Bratenahl, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • OH RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

200 Public Square Suite 2600, Cleveland, OH 44114 • United States

Bratenahl, OH • 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 Smith Barney Cleveland OH 06/2009 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Cleveland, OH
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Cleveland, OH
  • 2001-04-02 → 2007-04-02
    Morgan Stanley Dw Inc.
    Cleveland, OH
    Cleveland, OH
Other Businesses

1. SOLE PROPRIETOR AND PRESIDENT. LOGAN TRUST, LLC. OHIO. USED FOR GENERAL INVESTMENT PURPOSES. NO TIME SPENT DURING AND AFTER BUSINESS; 2006** 2. UNIVERSITY HOSPITALS HEALTH SYSTEM. MEMBER OF DIAMOND ADVISORY COUNCIL. OHIO. NO TIME SPENT DURING AND AFTER BUSINESS. 2006** 4. *42175 - Logan Trust LLC; Investment related - Yes; Bratenahl, Ohio; Investment/Finance/Banking, Real Estate; Officer, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 1; 5.*538154 -Plexus LGBT + Allied Chamber of Commerce; Investment related: No; Cleveland, Ohio; Chamber of Commerce; Board Member, Finance Committee, Previous Treasurer, now President. Authorized Signer and Finance Committee positions will be removed once new Treasurer found (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0.25; After business hours: 4.75; Administrative, Marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-02
  • S66 Uniform Combined State Law Examination
    1999-04-02
Other Names
  • Steve Licciardi
  • Steven M Licciardi

View on SEC IAPD

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