Steve Nassau - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Associations Honors Services Experience

At the core of my services is a disciplined investment process—one that begins and ends with my clients. My mission is simple: to craft investment advice that empowers my clients to make informed investment decisions that seeks to meet their investment objectives.

I provide a complete range of investment advice to clients that include affluent individuals, family offices, corporations, foundations and endowments, pension funds and corporate retirement plans. My goal is to deliver the customized guidance and support you need to meet your long-term goals and objectives—and to weather volatile times, today and in the future. If you would like to know more about how my disciplined process and personalized services can help you meet your financial goals and needs, please contact me.

Associations

Association for Corporate Growth
Business Forums International

Services

Alternative Investments
Asset Management
Estate Planning
Philanthropic Services
Retirement Planning
Wealth Management
Cash Management
Corporate Pension Funds
Corporate Retirement Plans
Education Planning
Endowments and Foundations
Executive Financial Services
Family Consulting
Institutional Services
Private Banking
Socially Responsible Investing
Stock Purchase Plans
Trust Services and Accounting

Education and Licensing

BS - Accounting, 1979
University of Maryland
College Park, MD
Series 3 - National Commodity Futures
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent

Honors and Recognition

Director's Council - Smith Barney

Business Experience

1992 - Present: Morgan Stanley Smith Barney
1986 - 1992: Drexel Burnham Wall Street Headquarters
1982 - 1986: Lehman Brothers Wall Street Headquarters
1980 - 1982: EF Hutton Wall Street Headquarters

Bulletin Board

If you would like us to evaluate your portfolio to determine which investments are appropriate for you, please call us.
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Steve Nassau is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .