Steven W Cline
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan Stanley Private Bank, N.A.Dec 2022 to now
- Morgan StanleyNov 2022 to now
- Morgan Stanley Smith Barney LLCAug 2022 to now
- De La Salle High SchoolJul 2022 to Jul 2022
- De La Salle High SchoolJul 2021 to Jul 2021
- Carondelet High SchoolJul 2020 to Jul 2020
- De La Salle High SchoolJul 2020 to Jul 2020
- Morgan StanleyJun 2020 to Aug 2020
- Alhambra Christmas Tree FarmDec 2019 to Dec 2019
- Texas Christian UniversityAug 2019 to May 2022
- Starbucks Coffee CompanyJul 2019 to Aug 2019
- Alhambra Christmas Tree FarmDec 2018 to Dec 2018
- Saint Mary's College of CaliforniaAug 2018 to May 2019
- Carondelet High SchoolJul 2018 to Jul 2018
- De La Salle High SchoolJul 2018 to Jul 2018
- Alhambra Christmas Tree FarmDec 2016 to Dec 2016
- De La Salle High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7610599
- Firm CRD
- 149777