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Elsie Metzl

34 Years of Experience
Boca Raton, FL
Broker

Elsie Metzl is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 34 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

Elsie is the trustee of an investment account held at Fulcrum Securities for a family friend's daughter since 2004-2005. She reviews the account and statements throughout the month, dedicating minimal time during trading hours to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 5 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 6 mos
Previous Registrations
Fulcrum Securities, LLCBroker
July 2009 - January 2014 · 4 yrs 6 mos
Stanford Group CompanyBroker
September 2008 - March 2009 · 6 mos
Wachovia Securities, LLCBroker
October 1999 - September 2008 · 8 yrs 11 mos
First Union Capital Markets CORP.Broker
June 1991 - October 1999 · 8 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elsie Metzl - Financial Advisor | TrueAdvisor