EP
EP

Elizabeth Pakenas

27 Years of Experience
Frederick, MD
Broker

Elizabeth Pakenas is a registered investment advisor at Morgan Stanley, based in Frederick, MD, 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

30 West Patrick Street, Suite 700, Frederick, MD, 21701

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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 is a board member of the Washington and Lee University Investment Committee since May 2024. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
March 1999 - February 2006 · 6 yrs 11 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1998 - February 2006 · 7 yrs 8 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.