EA
EA

Elizabeth Abikaram

10 Years of Experience
New York, NY
Broker

Elizabeth Abikaram is a registered investment advisor at Morgan Stanley, based in New York, NY, with 10 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
Loading...

Location

1633 Broadway, New York, NY, 10019

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2017 - September 2022 · 5 yrs 2 mos
J.P. Morgan Securities LLC
July 2017 - December 2021 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - July 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - July 2017 · 2 yrs 1 mo
State Registrations1 state
NY
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.