Our Story and Services

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6332(212) 893-6332
Toll Free:
(800) 223-0270(800) 223-0270

Meet David Steadly, CFP®, CIMA® & Suzanne Lengyel

Photo of David M Steadly

David M Steadly, CFP®, CIMA®

Senior Vice President, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant

Phone:
(212) 893-6332(212) 893-6332

About Me

David Steadly has over 30 years of experience delivering personal financial advisory services to clients. In early 2000 David joined Morgan Stanley (Smith Barney at the time) after close to 5 years with Chase Manhattan Investment Services.

At Morgan Stanley, David and his wife and partner, Suzanne Lengyel, develop wealth management strategies for their clients including investment advisory and asset management, retirement and estate planning, insurance, lending, and personal and business banking services. Together they work with individuals and families to develop a customized, individualized plan focusing on preserving capital, assessing and minimizing portfolio risk, optimizing income opportunities, and evaluating tax and estate issues (in conjunction with clients’ accountants and attorneys). David’s approach with every client is holistic in nature; he acts as a trusted advisor consulting with them regarding all financial decisions as lifetime milestones arise.

David holds both the Certified Financial Planner™ (CFP®) and Certified Investment Management AnalystSM (CIMA®) designations. Also, in addition to the General Securities Representative License (Series 7), the Uniform Combined State Law License (Series 66), state securities licenses (Series 63 & 65), a Managed Futures License (Series 31), and a Life Insurance license, he is a Morgan Stanley-designated Financial Planning Specialist.

David earned a B.A. from the University of Connecticut, Storrs, CT and participates in on-going professional development education through the Wharton School of Business at the University of Pennsylvania in association with his professional designations, as well as continuing education for Senior Investment Consultants through Morgan Stanley.

As an enthusiastic champion for the Hyde Bronx Leadership Charter School, David is a six year member of the Board of Directors. In the fall of 2012 he was recognized nationally by the Invest in Others Foundation for his work on behalf of Hyde. He is an avid tennis player, skier, an amateur potter, and photographer. He and his wife live in Washington Heights in Northern Manhattan.

David M. Steadly, CFP®, CIMA® is licensed in the following state(s): NY, NJ, CT, FL, PA, MA, CA, IL, CO, HI, MI, NH, OH, TX, VA, OR, LA, TN
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY; General Securities Representative; Managed Futures
NMLS#: 1279583

About Me

With a background of over 20 years in the financial services industry and the community development field (NYC affordable housing and economic development programs), Suzanne has worked extensively with high net worth individuals, not-for-profit organizations, and real estate developers & investors. Prior to Morgan Stanley, she was an HSBC Private Bank Relationship Manager where her clients included entertainers, art dealers, corporate executives, fund managers, and business owners. Prior to HSBC, Suzanne held two positions at Smith Barney, first as a Regional Lending Specialist where she worked with Financial Advisors to tailor customized case-by-case financing solutions for their clients, then as Director of the firm's Lending Desk, Professional Development and Marketing, where she managed a team that supported 12,000 Financial Advisors across the country.

Suzanne holds the Series 7 & 66 licenses (General Securities Representative and Uniform Combined State Law) and Life, Accident & Health Insurance Agent licenses. Suzanne received a B.A. from Lehigh University, Bethlehem, PA.

Suzanne is an accomplished competitive tennis player, an amateur jewelry designer, and she enjoys hiking, shelling, and ocean swims. She and her husband live in Washington Heights in Northern Manhattan.

Suzanne E. Lengyel is licensed in the following state(s): NY, NJ, CT, FL, PA, CA, IL, MA, VA, NH, CO, MI, TX, HI, OR, LA
Securities Agent: AZ, CA, CT, DE, FL, GA, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, PR, RI, SC, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1294079

About Me

Cindy delivers a seamless and integrated experience to Morgan Stanley clients. She helps manage client account-related needs, she shepherds the account opening and documentation process, and she prepares research packages, proposals, and product & service materials for clients. Cindy has been with Morgan Stanley since May 2009.

Prior to joining Morgan Stanley, Cindy was a Client Service Associate with UBS Financial Services. She has also served as an intern with the New York State Banking Department where she gained valuable experience in the Communications and Media Group working on financial education programming, as well as consumer banking, budgeting and finance initiatives.

Cindy earned her BBA Cum Laude degree from Baruch Honors College with a concentration in Finance and Investments. She is fluent in both Cantonese and Taishanese and she holds the Series 7 & 66 licenses (General Securities Representative and the Uniform Combined State Law License), Managed Futures License (Series 31), and a Life Insurance license.

Cindy enjoys traveling and exploring other cultures, hikes and outdoor runs, and trying new recipes. She volunteers with various organizations including New York Cares and the March of Dimes. She lives in Elmhurst, NY.

Cindy Tam is licensed in the following state(s): NY, NJ, CT, FL, PA, MA, CA, IL, MD, MI, TX, CO, VA, AK, OH, HI, OR, LA, TN, SC, DC
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Ready to start a conversation? Contact David Steadly, CFP®, CIMA® & Suzanne Lengyel today.
Market Information Delayed 20 Minutes
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.

The 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.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018