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Steven Gary Grassl

Morgan Stanley

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About Steven Gary Grassl

Steven Gary Grassl is a financial advisor who has been in the industry since 1987. Steven is currently registered with Morgan Stanley and has been with the firm since 2009. Steven previously worked with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Ferris, Baker Watts Incorporated, Mid Atlantic Investor Services, Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. Steven provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Steven is also registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.

Firm Information

Steven Grassl is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Steven Grassl’s Registration & Firm History

MD

08/24/2024 - Present

Morgan Stanley (Columbia MD)

MD

02/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (COLUMBIA MD)

MD

01/06/2004 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MD

01/25/2002 - 01/07/2004

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

DC

01/12/1994 - 12/31/2001

MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)

MD

01/20/1989 - 01/13/1994

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

NA

02/02/1987 - 03/25/1988

SHERWOOD CAPITAL, INC.

NA

12/26/1986 - 02/02/1987

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 02/09/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Gary Grassl.
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