Stephen TakacsCRD Number: 6239265
Current Firm: Morgan Stanley
Stephen Takacs (CRD# 6239265) is an Investment Advisor Representative working at Morgan Stanley in Atlanta, GA and has over 4 years of experience in the finance industry.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2016 - Current||2|
|Morgan Stanley||Atlanta, GA||Dec 2015 - Current||2|
|Merrill Lynch Pierce Fenner & Smith Incorporated||Jacksonville, FL||Aug 2013 - Dec 2015||2|
|Bank Of America, N.a.||Jacksonville, FL||Aug 2013 - Dec 2015||2|
|Brookwood Grill||Roswell, GA||Dec 2012 - Aug 2013||< 1|
|Georgia Southern University||Statesboro, GA||Aug 2012 - Dec 2012||< 1|
|Brookwood Grill||Roswell, GA||May 2012 - Aug 2012||< 1|
|Georgia Southern University||Statesboro, GA||Jan 2012 - May 2012||< 1|
|Brookwood Grill||Roswell, GA||Dec 2011 - Jan 2012||< 1|
|Georgia Southern University||Statesboro, GA||Aug 2011 - Dec 2011||< 1|
|Brookwood Grill||Roswell, GA||Jun 2011 - Aug 2011||< 1|
|Unemployed||Roswell, GA||May 2011 - Jun 2011||< 1|
|Georgia Southern University||Statesboro, GA||Jan 2011 - May 2011||< 1|
|Unemployed||Roswell, GA||Dec 2010 - Jan 2011||< 1|
|Georgia Southern Unviersity||Statesboro, GA||Aug 2010 - Dec 2010||< 1|
|Unemployed||Roswell, GA||Jul 2010 - Aug 2010||< 1|
|Georgia Southern University||Statesboro, GA||Aug 2009 - Jul 2010||< 1|
|Unemployed||Roswell, GA||Jul 2009 - Aug 2009||< 1|
|L.a. Fitness||Roswell, GA||Jun 2009 - Jul 2009||< 1|
|Unemployed||Roswell, GA||May 2009 - Jun 2009||< 1|
|Georgia Southern University||Statesboro, GA||Aug 2008 - May 2009||< 1|
|Robeks||Roswell, GA||Apr 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Nov 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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