Stephen Campbell, financial advisor Binghamton NY
90 score

Stephen Campbell

CRD Number: 6066061
Current Firm: Morgan Stanley

Stephen Campbell (CRD# 6066061) is an Investment Advisor Representative working at Morgan Stanley in Binghamton, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Binghamton, NY May 2012 - Current 4
Gault Audi Binghamton, NY May 2011 - May 2012 1
Moxie Inc. Binghamton, NY Aug 2010 - Apr 2011 < 1
Binghamton University Binghamton, NY Aug 2009 - Dec 2010 1
Olive Garden Vestal, NY May 2005 - Aug 2010 5
Rutgers University New Brunswick, NJ Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Stephen J. Campbell
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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