EK
EK

Elena Kochman

17 Years of Experience
Mclean, VA
Broker

Elena Kochman is a registered investment advisor at Morgan Stanley, based in Mclean, VA, 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

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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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.

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Other Business Activities

Elena is on the board of Kenwood Apts condo owners association as Secretary/Treasurer since 2013. She also owns rental properties through FGH Holdings LLC, GH Holding LLC, and another property managed by her father.

Employment History
Current Registrations
Morgan Stanley
September 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
September 2009 - Present · 16 yrs 10 mos
Previous Registrations
MML Investors Services, INC.Broker
October 2008 - September 2009 · 11 mos
State Registrations33 states
AZCACOCTDCDEFLGAHIILINKYMAMDMIMNMTNCNENHNJNVNYOHORPARISCTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elena Kochman - Financial Advisor | TrueAdvisor