EB
EB

Eleanor Barnes

11 Years of Experience
Madison, CT
Broker

Eleanor Barnes is a registered investment advisor at Morgan Stanley, based in Madison, CT, with 11 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

741 Boston Post Road, Madison, CT, 06443

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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

Eleanor is a board member for Trustees for Receiving Donations for the Support of the Bishop since July 2021, spending minimal time on administrative tasks and reviewing financial statements. She is also a vestry member for St. John's Episcopal Church since March 2017, dedicating minimal time to church programs and budget decisions.

Employment History
Current Registrations
Morgan Stanley
November 2014 - Present · 11 yrs 6 mos
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eleanor Barnes - Financial Advisor | TrueAdvisor