ME
ME
Max Elson is a registered investment advisor at Morgan Stanley, based in Champions Gate, 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.
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
8304 Champions Gate Boulevard, Champions Gate, FL, 33896
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Regulatory History (1)
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Customer Dispute
March 2024Settled
Other Business Activities
Max is a director for the Make-A-Wish Foundation of Central & Northern Florida and the Cornell University Alumni Association. He also holds power of attorney for multiple individuals, dedicating minimal time to these investment-related activities.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2007 - April 2007 · 1 mo
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Robert W. Baird & CO. IncorporatedBroker
September 2001 - February 2007 · 5 yrs 5 mos
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.