EG
EG

Elizabeth Gidge

26 Years of Experience
Jericho, NY
Broker

Elizabeth Gidge is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 26 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

Two Jericho Plaza, Jericho, NY, 11753

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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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Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wbb Securities, LLCBroker
July 2010 - February 2011 · 7 mos
Citigroup Global Markets INC.Broker
April 2007 - August 2008 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
June 1995 - June 2006 · 11 yrs
David Lerner Associates, INC.Broker
November 1994 - February 1995 · 3 mos
Natwest Investor Services CorporationBroker
July 1994 - October 1994 · 3 mos
Smith Barney INC.Broker
July 1993 - June 1994 · 11 mos
Lehman Brothers INC.Broker
October 1990 - July 1993 · 2 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1989 - September 1990 · 10 mos
State Registrations41 states
ARAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMEMIMNMONCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elizabeth Gidge - Financial Advisor | TrueAdvisor