Elizabeth Smith is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Elizabeth is a trustee or co-trustee for two trusts in Mt. Sinai, New York, since 2014 and 2020, spending minimal time on one and a few hours per week outside business hours on the other. She also works as a horseback riding instructor in Melville, New York, since 2023, dedicating about 10% of her time outside business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Seligman Advisors, INC.Broker
Ndb Capital Markets, LPBroker
Bt Securities CorporationBroker
Prudential Securities IncorporatedBroker
Punk, Ziegel & Knoell, L.P.Broker
Painewebber IncorporatedBroker
State Registrations31 states
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.