EP
EP

Eliot Popper

32 Years of Experience
Boca Raton, FL
Broker

Eliot Popper is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 32 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

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.

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Other Business Activities

Eliot is the co-chair of the Health and Wellness Committee for the South Palm Beach County Bar Association and a board member/officer for Boca Speak Easy. Eliot also works as an adjunct professor at Trine University, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2003 - April 2007 · 3 yrs 11 mos
Morgan Stanley
May 2003 - April 2007 · 3 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 1994 - May 2003 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - May 2003 · 9 yrs 11 mos
State Registrations18 states
CACOCTFLGAILKSMAMDNCNJNYPASCTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eliot Popper - Financial Advisor | TrueAdvisor