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Elisabeth Schreiber

21 Years of Experience
Santa Barbara, CA
Broker

Elisabeth Schreiber is a registered investment advisor at Morgan Stanley, based in Santa Barbara, CA, with 21 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

1332 Anacapa Street, 2nd Floor, Santa Barbara, CA, 93101

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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

Elisabeth is a limited partner at Schreiber Associates PointSeason LLC, an online retail service for the secondary ticket market, since March 2023. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
September 2016 - September 2021 · 5 yrs
Raymond James & Associates, INC.Broker
September 2016 - September 2021 · 5 yrs
Deutsche Bank Securities INC.
April 2012 - September 2016 · 4 yrs 5 mos
Deutsche Bank Securities INC.Broker
June 2011 - September 2016 · 5 yrs 3 mos
J.P. Morgan Securities LLCBroker
September 2010 - January 2011 · 4 mos
Hsbc Securities (USA) INC.Broker
January 2009 - August 2010 · 1 yr 7 mos
Dawntreader Capital LLCBroker
March 2006 - June 2008 · 2 yrs 3 mos
Royce Fund Services, INC.Broker
August 2002 - October 2004 · 2 yrs 2 mos
Sg Cowen Securities CorporationBroker
June 2000 - September 2000 · 3 mos
State Registrations26 states
CACOCTDEFLILKSMAMDMEMIMNNCNJNVNYOKPAPRRISCSDTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elisabeth Schreiber - Financial Advisor | TrueAdvisor