Elizabeth Porter is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
June 2001 - June 2009 · 8 yrs
Banc of America Investment Services, INC.Broker
January 1998 - June 2001 · 3 yrs 5 mos
NationssecuritiesBroker
June 1993 - January 1998 · 4 yrs 7 mos
Nationsbanc Securities, INC.Broker
March 1992 - June 1993 · 1 yr 3 mos
Nationsbanc Securities of Georgia, INC.Broker
May 1987 - March 1992 · 4 yrs 10 mos
Prudential-Bache Securities INC.Broker
February 1984 - April 1987 · 3 yrs 2 mos
State Registrations18 states
ALCACOFLGAKYMDMIMONCNYOHOKORSCTXVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.