EF
EF

Elaina Flynn

15 Years of Experience
Jericho, NY
Broker

Elaina Flynn is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 15 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

Two Jericho Plaza, Jericho, NY, 11753

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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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Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 5 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2016 - February 2017 · 5 mos
Morgan Stanley
August 2014 - September 2016 · 2 yrs 1 mo
Morgan StanleyBroker
June 2014 - September 2016 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
March 2009 - April 2013 · 4 yrs 1 mo
State Registrations21 states
AZCACOCTDCFLGAILMAMDMEMINCNHNJNVNYPASCVAWI
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.
Elaina Flynn - Financial Advisor | TrueAdvisor