Adviser and broker representative · Morgan Stanley
Gregory A. Steinmetz
CRD 1752197 · Fort Lauderdale, FL
At a glance
Gregory A. Steinmetz is an investment adviser representative with Morgan Stanley in Fort Lauderdale, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregory’s SEC record dates to 2010, about 16 years ago. Gregory is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince January 2010Fort Lauderdale, FL · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Gregory’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.