EM
EM

Elizabeth Mcneilly

8 Years of Experience
Morristown, NJ
Broker

Elizabeth Mcneilly is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 8 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
Loading...

Location

340 Mount Kemble Avenue, Morristown, NJ, 07960

Get directions

History

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 →
Other Business Activities

Elizabeth is the president of Wealth Wise Strategies, Inc., and an independent broker with Guardian, dedicating minimal time to each. She also holds board positions with FPA of NJ and the Affiliation of Financial Planners, and is involved with several LLCs and trusts related to investment and finance.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 6 yrs
Morgan Stanley
September 2020 - Present · 6 yrs
Morgan StanleyBroker
September 2020 - Present · 6 yrs
Previous Registrations
Ameriprise Financial Services, INC.
November 2010 - September 2012 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
November 2010 - September 2012 · 1 yr 10 mos
Park Avenue Securities LLCBroker
August 2010 - November 2010 · 3 mos
Wealth Wise Strategies, INC.
March 2008 - July 2009 · 1 yr 4 mos
State Registrations13 states
CTDEFLGAILMANCNJNVNYPASCTX
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.