Steven M. Licciardi
First Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley
- Role
- Vice President, Financial Advisor, Senior Portfolio Manager at Morgan Stanley
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Steven M. Licciardi
Guiding busy and successful clients in making more informed and confident financial…
Experience
Vice President, Financial Advisor, Senior Portfolio Manager
Jan 1999 — Present
As a founding partner of Keystone Wealth Management Group and a seasoned Financial Advisor with more than 30 years of experience, I believe managing wealth should be based on a strategy that is easy to understand and easy to implement.The strategies we provide are thoughtfully coordinated to provide the knowledge and insights needed to help navigate in today’s fast-paced world. We are skilled at working closely with your other wealth professionals – such as your CPA, estate and/or business attorney and insurance professionals.©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-keystone-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: 26•••55
Education
Baldwin Wallace University
Bachelors of Arts, Business Admin w/ emphasis in Finance
1995 — 1998
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