EI
EI

Elliot Ichinose

23 Years of Experience
Newport Beach, CA
Broker

Elliot Ichinose is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 23 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

800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Elliot owns rental property since May 2019, which is investment-related. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan StanleyBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo Advisors
January 2011 - December 2016 · 5 yrs 11 mos
Wells Fargo AdvisorsBroker
January 2011 - December 2016 · 5 yrs 11 mos
Wells Fargo Investments, LLC
June 2002 - January 2011 · 8 yrs 7 mos
Wells Fargo Investments, LLCBroker
June 2002 - January 2011 · 8 yrs 7 mos
State Registrations12 states
AZCACOFLKYNHNVORTNTXVAWA
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.