Steven L Leach
Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Morgan StanleyApr 2025 to now
- Goldman SachsMay 2022 to Apr 2025
- Prince PerelsonNov 2021 to May 2022
- Allen's CameraDec 2018 to Nov 2021
- Vasa FitnessJul 2018 to Aug 2019
- Brigham Young UniversityApr 2017 to Jun 2021
- Cedar Springs CapitalFeb 2017 to Apr 2017
- Church of Jesus Christ of Latter-day SaintsFeb 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7465289
- Firm CRD
- 149777