Steven Glenn Mitchell

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

• 03/2005 → Present
  Citigroup Global Markets Inc.
  San Antonio, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Antonio, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-03-30 → 2009-06-01
  Citigroup Global Markets Inc.
  San Antonio, TX
  San Antonio, TX
• 2003-09-24 → 2005-03-10
  Cetera Wealth Services, Llc
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2002-07-25
• S63 Uniform Securities Agent State Law Examination
  1987-09-10

Other Names

• Steve Mitchell
• Steven Clenn Mitchell