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Abigail Elwer

16 Years of Experience
Columbus, OH
Broker

Abigail Elwer is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 16 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

4449 Easton Way, Suite 300, Columbus, OH, 43219

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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

Abigail is an advisor for Creative Memories, selling scrapbooking and crafting supplies and hosting retreats. This activity takes minimal time and is not investment related.

Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Parkland Securities, LLCBroker
March 2016 - September 2021 · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2012 - March 2016 · 3 yrs 4 mos
Hantz Financial Services, INC.Broker
January 2001 - June 2001 · 5 mos
Vestax Securities CorporationBroker
July 2000 - December 2000 · 5 mos
Hantz Financial Services, INC.Broker
June 1999 - July 2000 · 1 yr 1 mo
Vestax Securities CorporationBroker
April 1998 - June 1999 · 1 yr 2 mos
State Registrations36 states
ALAZCACOCTDEFLGAIAILINKSKYLAMAMIMNMOMSNCNDNJNMNYOHORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Abigail Elwer - Financial Advisor | TrueAdvisor