Gerhard Steven
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan Stanley Private Bank, N.AAug 2022 to now
- Morgan StanleyJul 2022 to now
- N/aApr 2022 to Jun 2022
- Ger Taxi ServicesJan 2021 to Mar 2022
- Virgin Islands Small Business DevelopmentApr 2020 to Mar 2021
- N/aNov 2019 to Mar 2020
- Integrated Service CompanyMar 2019 to Oct 2019
- N/aNov 2018 to Feb 2019
- Federal Emergency Management AgencyMay 2018 to Oct 2018
- Project PromiseMay 2018 to Sep 2018
- N/aFeb 2018 to Apr 2018
- NabiscoNov 2017 to Jan 2018
- Food LionJul 2017 to Oct 2017
- Duke UniversityAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7559785
- Firm CRD
- 149777