Top Wealth · rank 165 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 55 East 52nd Street 28th Floor New York, NY 10055 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Firm Name:
MORGAN STANLEY
Main Office Address: 2000 WESTCHESTER AVENUE PURCHASE, NY 10577-2530 Firm CRD#: 149777” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “B
FINRA
General Securities Representative
Approved
06/01/2009
B
NYSE American LLC
General Securities Representative
Approved
06/17/2011
B
Nasdaq Stock Market
General Securities Representative
Approved
06/01” — sec_finra_regulatory
- Team name — Steinberg Forman Group (high)
- “Steinberg Forman Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2725516 (high)
- “EVAN LOWELL STEINBERG CRD# 2725516” — sec_finra_regulatory
- Years experience — 31 (medium)
- “Prior to entering the financial services industry in 1995, Evan was a practicing attorney at a large New Jersey law firm.” — firm_official
- Designations — CIMA, JD (high)
- “He received his BA from Georgetown University, his JD from Rutgers University Law School and his CIMA® designation from the Wharton School of Business at the University of Pennsylvania.” — firm_official
Book of business
- Team AUM ($M) — 6100 (high)
- “Team Assets (Custodied): "$6.1B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size: "$5M"” — forbes_shook
- Typical client net worth ($M) — 14.5 (high)
- “Typical Net Worth of Relationships: "$4-25M"” — forbes_shook
- Client niche — ultra-high net worth individuals, families, foundations and institutions (high)
- “The Steinberg Forman Group was created to deliver premiere service and intellectual capital to ultra-high net worth individuals, their families, foundations, and businesses.” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/steinberg-forman-group (high)
- “Steinberg Forman Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — The Steinberg Forman Group was created to deliver premiere service and intellectual capital to ultra-high net worth individuals, their families, foundations, and businesses. Functioning as an exclusive investment boutique within a global financial firm, they deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley's substantial global resources. (medium)
- “The Steinberg Forman Group was created to deliver premiere service and intellectual capital to ultra-high net worth individuals, their families, foundations, and businesses.” — firm_official
- Differentiators — exclusive investment boutique within a global financial firm, senior partners are former practicing attorneys, leverages Morgan Stanley's substantial global resources and intellectual capital, holistic wealth planning across tax, trust and estate, liability and philanthropy, serves institutions alongside ultra-high net worth families (medium)
- “The senior partners are former practicing attorneys, and the group functions as an exclusive investment boutique within Morgan Stanley, delivering sophisticated solutions that leverage the intellectual capital and insigh” — firm_official
- “using a holistic approach to wealth planning that is rooted in financial planning, investment policy reviews, strategy, tax, trust and estate solutions, liability assessments, and philanthropic planning” — firm_official
- Content marketing — occasional (low)
- “Professional Insights | Steinberg Forman Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 1,500 Financial Advisors, 2011-2026, Worth Magazine listed advisor/company profile (medium)
- “Evan Steinberg has been recognized on Barron's Top 1,500 Financial Advisors from 2011-2026” — firm_official
- “Steinberg Forman Group at Morgan Stanley - Worth Magazine” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search