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Elizabeth Toscan

10 Years of Experience
Westlake Village, CA
Broker

Elizabeth Toscan is a registered investment advisor at Morgan Stanley, based in Westlake Village, CA, with 10 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

100 North Westlake Boulevard, Suite 200, Westlake Village, CA, 91362

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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

Elizabeth is an independent contractor for doTerra, focusing on essential oil education and sales online, spending minimal time on this outside of business hours since 2015. She also owns a retail/online store creating needlework patterns, dedicating about a quarter of her time after business hours since 2021, and works for Lyft, spending about a quarter of her time after business hours since 2022.

Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
July 2015 - Present · 11 yrs
State Registrations52 states
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Exams
No exam information available for this advisor.