YE
CFP
YE
CFP

Yamen Elsaid

16 Years of Experience
Sarasota, FL
Broker

Yamen Elsaid is a CFP-designated registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 16 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

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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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

Yamen is the sole proprietor/owner of Horus Real Estate, LLC since March 2020, focusing on administrative and property management tasks. He is also a partner in LWM REIT LLC since September 2020, spending minimal time on investment decisions and advice.

Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - October 2019 · 7 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2019 · 7 yrs
Chase Investment Services CORP.
December 2009 - October 2012 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
November 2009 - October 2012 · 2 yrs 11 mos
AXA Advisors, LLC
August 2009 - September 2009 · 1 mo
AXA Advisors, LLCBroker
May 2009 - September 2009 · 4 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.