Elizabeth Perez is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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IM Fee
Assets Under Management
Fee Structure
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is a director at Cmigos Plumbing LLC since May 2019 and an officer at Dynamic Plumbing and Design Inc since June 2023, spending minimal time on administrative tasks for the latter after business hours. Neither activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Atlas One Financial Group, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
First Union Securities, INC.Broker
Citicorp Investment ServicesBroker
State Registrations53 states
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