EC
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Elizabeth Coello

26 Years of Experience
Houston, TX
Broker

Elizabeth Coello is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 26 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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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

Elizabeth volunteers for the Houston Livestock Show and Rodeo, focusing on rodeo and educational scholarships. She also serves as a Notary Public for the State of Texas, dedicating minimal time outside of business hours to this role.

Employment History
Current Registrations
Morgan StanleyBroker
August 2016 - Present · 9 yrs 11 mos
Morgan Stanley
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
Neuberger Berman LLC
March 2009 - August 2016 · 7 yrs 5 mos
Neuberger Berman LLCBroker
March 2009 - August 2016 · 7 yrs 5 mos
Stanford Group CompanyBroker
June 2008 - March 2009 · 9 mos
Stanford Group Company
June 2008 - March 2009 · 9 mos
Banc of America Investment Services, INC.
October 2003 - June 2008 · 4 yrs 8 mos
Banc of America Investment Services, INC.Broker
August 2000 - June 2008 · 7 yrs 10 mos
Van Kampen Funds INC.Broker
April 1999 - March 2000 · 11 mos
State Registrations28 states
ARAZCACOFLGAIDILINKSMDMEMNMONCNHNJNMNYOKPASCTNTXVAVTWAWI
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.
Elizabeth Coello - Financial Advisor | TrueAdvisor