Steven EggersCRD Number: 5531504
Current Firm: Morgan Stanley
Steven Eggers (CRD# 5531504) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||1|
|Morgan Stanley Smith Barney||Palo Alto, CA||Feb 2010 - Current||6|
|Wachovia Securities, LLC||San Jose, CA||May 2008 - Feb 2010||1|
|Homeland Financial And Real Estate Services||Santa Clara, CA||Mar 2004 - Dec 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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 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