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Doreen Eldred

38 Years of Experience
Columbus, OH
Broker

Doreen Eldred is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 38 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

4343 Easton Commons, Columbus, OH, 43219

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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

Doreen is a sole proprietor/owner of rental real estate in Avon Lake, Ohio, since September 2023. This property management activity does not take up any of Doreen's time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
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
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
Citigroup Global Markets INC.
January 2001 - August 2006 · 5 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - August 2006 · 13 yrs 1 mo
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
Dean Witter Reynolds INC.Broker
May 1987 - June 1987 · 1 mo
State Registrations21 states
ARFLGAILINMAMNMSNCNDNMNVOHPRRISCSDTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Doreen Eldred - Financial Advisor | TrueAdvisor