Gerhard Steven (CRD# 7559785) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Aug 2022 - Current | 1 |
| Morgan Stanley | Palm Harbor, FL | Jul 2022 - Current | 1 |
| N/a | Brandon, FL | Apr 2022 - Jun 2022 | < 1 |
| Ger Taxi Services | Saint Croix, VI | Jan 2021 - Mar 2022 | 1 |
| Virgin Islands Small Business Development | Saint Thomas, VI | Apr 2020 - Mar 2021 | < 1 |
| N/a | Saint Croix, VI | Nov 2019 - Mar 2020 | < 1 |
| Integrated Service Company | Saint Croix, VI | Mar 2019 - Oct 2019 | < 1 |
| N/a | Saint Croix, VI | Nov 2018 - Feb 2019 | < 1 |
| Federal Emergency Management Agency | Saint Croix, VI | May 2018 - Oct 2018 | < 1 |
| Project Promise | Saint Croix, VI | May 2018 - Sep 2018 | < 1 |
| N/a | Saint Croix, VI | Feb 2018 - Apr 2018 | < 1 |
| Nabisco | Burlington, NC | Nov 2017 - Jan 2018 | < 1 |
| Duke University | Durham, NC | Jul 2017 - Dec 2017 | < 1 |
| Food Lion | Durham, NC | Jul 2017 - Oct 2017 | < 1 |
| Duke University | Durham, NC | Aug 2015 - Jul 2017 | 1 |
| Virgin Islands Port Authority | Saint Croix, VI | Feb 2015 - Aug 2015 | < 1 |
| N/a | Saint Croix, VI | Jan 2015 - Feb 2015 | < 1 |
| Duke University | Durham, NC | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- FL
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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