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David Elbe

17 Years of Experience
Edwardsville, IL
Broker

David Elbe is a registered investment advisor at Morgan Stanley, based in Edwardsville, IL, with 17 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

6181 Bennett Drive, Suite 200, Edwardsville, IL, 62025

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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

David owns and maintains three rental properties in Oxford, O'Fallon, and Goreville, IL, starting in 2003, 2010, and 2013. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.