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Steve Nassau
Steve Nassau
Senior Vice President - Wealth Management
1901 Main Street
Penthouse
Irvine, CA 92614
tel: 949-955-7555
toll free: 800-831-5397
fax: 949-833-3542
Email Me
Welcome Education Associations Honors Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
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
Associations
  • Association for Corporate Growth
  • Newport Beach Business Forum
Honors and Recognitions
  • Director's Council - Smith Barney
Services
  • Alternative Investments
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
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 equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
FEATURED REPORTS

On the Markets (pdf)

Manager Research and Selection: A Disciplined Process (pdf)

Consulting Group: Investment Diversification Using Asset Allocation (pdf)
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Morgan Stanley Smith Barney
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