Elizabeth Portesi is a registered investment advisor at Morgan Stanley, based in Norwell, MA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
141 Longwater Drive, Suite 102, Norwell, MA, 02061
Get directionsHistory
Regulatory History
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 sole proprietor/owner of a single-member LLC that will sell home-baked desserts, starting in April 2025. She will spend about 10-20% of her time on this activity after business hours, focusing on administrative, accounting/bookkeeping, business development/growth, customer service, labor/service, and sales/marketing tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations36 states
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.