Steven M. Licciardi - Morgan Stanley

  • Financial & Investment Services
200 Public Square
Suite 2600
Cleveland, OH 44114
(216) 523-3010
(800) 362-1230
(216) 523-3050 (fax)
https://advisor.morganstanley.com/200-public-square-group

About Us

Steve is a Vice President, Portfolio Management Director and co-founder of The 200 Public Square Group at Morgan Stanley, a highly skilled advisory team located in Cleveland, Ohio. With more than 30… read more

  • About

    Steve is a Vice President, Portfolio Management Director and co-founder of The 200 Public Square Group at Morgan Stanley, a highly skilled advisory team located in Cleveland, Ohio. With more than 30 years of experience, Steve combines his deep analytical skills with an educational approach to help guide clients towards the achievement of their specific financial goals. He is committed to delivering exceptional service as he designs and manages the team’s investment portfolios, utilizing the principles of asset allocation, rebalancing and Modern Portfolio Theory. Steve also manages the group's in-depth research efforts, drawing on the resources of Morgan Stanley's vast research department and investment solutions in addition to third-party research, so he may best align those resources with the team’s investment strategy.

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  • Whom to Contact

    • Mr. Steven M Licciardi (He/Him)
      Financial Advisor/Portfolio Management Director
      Phone: (216) 523-3010
      Fax: (216) 523-3050
      Send an Email