Ellen Aloisio is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 36 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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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
September 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
March 2018 - August 2018 · 5 mos
Raymond James & Associates, INC.Broker
March 2018 - August 2018 · 5 mos
Suntrust Advisory Services, INC.
August 2016 - March 2018 · 1 yr 7 mos
Suntrust Investment Services, INC.
August 2005 - December 2016 · 11 yrs 4 mos
Suntrust Investment Services, INC.Broker
June 2005 - March 2018 · 12 yrs 9 mos
Suntrust Capital Markets, INC.Broker
July 2003 - June 2005 · 1 yr 11 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1997 - July 2003 · 6 yrs 1 mo
Prudential Securities IncorporatedBroker
May 1992 - June 1997 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1989 - May 1992 · 2 yrs 9 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.