EB
EB

Elizabeth Berlin

25 Years of Experience
Grand Rapids, MI
Broker

Elizabeth Berlin is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 25 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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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 works as a subcontractor for computer work at Fellowes Inc., dedicating a few hours per week. She also serves on the board and finance committee for the Watermark Women's Golf League, spending minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
November 1993 - January 1999 · 5 yrs 2 mos
State Registrations38 states
AKALAZCACOCTDCFLGAHIIAIDILINLAMAMDMIMNMOMTNCNENJNMNVNYOHORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.