Stephen A Delgado-mccollum
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyAug 2026 to now
- Kirkwood Community CollegeAug 2025 to May 2026
- Morgan StanleyJul 2023 to Sep 2025
- Seton Catholic PreparatoryFeb 2023 to May 2023
- Spinato's Pizzeria and Family KitchenDec 2022 to Mar 2023
- Morgan StanleyJun 2022 to Aug 2022
- Tommy BahamaAug 2021 to Nov 2021
- Firebirds Wood Fired GrillMay 2021 to Jun 2021
- Arizona State University - University Academic Success ProgramsSep 2020 to May 2023
- WalmartApr 2020 to Jul 2020
- Horizon Community Learning CenterFeb 2020 to May 2022
- Arizona State UniversityAug 2019 to May 2023
- Cole Haan LLCJun 2019 to Jan 2020
- Florencia Pizza BistroMar 2019 to Jan 2020
- Desert Vista High SchoolAug 2017 to Aug 2017
- Horizon Community Learning CenterJan 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7523424
- Firm CRD
- 149777