Elizabeth Geter is a registered investment advisor at Morgan Stanley, based in Tyler, 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
909 East Southeast Loop 323, Suite 170, Tyler, TX, 75701
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
June 2009 - January 2010 · 7 mos
Ameriprise Financial Services, INC.Broker
March 2000 - April 2009 · 9 yrs 1 mo
Ids Life Insurance CompanyBroker
March 2000 - July 2006 · 6 yrs 4 mos
Norwest Investment Services, INC.Broker
June 1999 - March 2000 · 9 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.