Lizabeth Drega is a registered investment advisor at Morgan Stanley, based in Hartford, CT, 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
225 Asylum Street, 14th Floor, Hartford, CT, 06103
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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 StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Principle Wealth Partners LLC
December 2020 - September 2021 · 9 mos
Northstar Wealth Partners LLC
September 2018 - December 2020 · 2 yrs 3 mos
LPL Financial LLCBroker
September 2018 - January 2021 · 2 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - September 2018 · 9 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2005 - September 2018 · 12 yrs 9 mos
Advest, INC.Broker
February 2005 - December 2005 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.