Steven F Zatkin

CRD 1332148 · Morgan Stanley · Bloomfield Hills, MI

IA RegisteredBroker

Also appears in the source record as: Steve Zatkin

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 72SIESeries 31Series 7
Registered states (23): Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Maryland · Massachusetts · Michigan · Missouri · Montana · New York · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Virginia · Washington · Wyoming
Years in the industry (source record): 41
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1332148 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (10)

From the source registration record · current first

Morgan StanleyCurrent
Bloomfield Hills, MI · IA capacity

Jul 23, 2021 → present
Wells Fargo Clearing Services, LLC
BD capacity

Jul 1, 2003 → Jul 29, 2021
Wells Fargo Clearing Services, LLC
IA capacity

Jul 1, 2003 → Jul 29, 2021
Prudential Securities Incorporated
BD capacity

Aug 22, 1994 → Jul 1, 2003
Prudential Securities Incorporated
IA capacity

Aug 22, 1994 → Jul 1, 2003
Painewebber Incorporated
BD capacity

Dec 17, 1991 → Aug 22, 1994
Bear, Stearns & Co. Inc.
BD capacity

Mar 14, 1988 → Jan 6, 1992
L. F. Rothschild & Co. Incorporated
BD capacity

Jul 28, 1987 → Apr 14, 1988
Shearson Lehman Brothers Inc.
BD capacity

Mar 7, 1986 → Aug 13, 1987
Roney & Co.
BD capacity

Jan 23, 1985 → Jan 13, 1986

Source & corrections

Where this page comes from

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