Stephen J Duhn
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleySep 2022 to now
- Deluca & Hartman ConstructionNov 2019 to now
- Cmfg Insurance CompanyFeb 2022 to Sep 2022
- Am Capital EnterprisesJan 2021 to Feb 2022
- University of Wisconsin-madisonJan 2021 to May 2021
- Sub-zero & Wolf AppliancesAug 2019 to Mar 2021
- Ymca of the RockiesMay 2019 to Aug 2019
- University of Wisconsin - MadisonAug 2018 to May 2019
- Sub-zero & Wolf AppliancesMay 2018 to Aug 2018
- University of Wisconsin - StoutAug 2017 to May 2018
- Kiedinger IncMay 2017 to Aug 2017
- Saint Ambrose AcademySep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7333437
- Firm CRD
- 149777