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Elizabeth Meyer

27 Years of Experience
Mountain View, CA
Broker

Elizabeth Meyer is a registered investment advisor at Morgan Stanley, based in Mountain View, CA, with 27 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

Mountain View, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Elizabeth owns Golden Hour Video since 2004 and spends about 10-20% of her time there. She is also a teacher and author on spiritual development since 2009, dedicating a few hours per week, and a sole proprietor involved in spiritual development training, energy healing, and related product sales, spending about 10-20% of her time.

Employment History
Current Registrations
Morgan Stanley
December 2022 - Present · 3 yrs 7 mos
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
October 1998 - June 2009 · 10 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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