EG
EG

Elliott Gruber

13 Years of Experience
Franklin, TN
Broker

Elliott Gruber is a registered investment advisor at Morgan Stanley, based in Franklin, TN, with 13 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

2000 Meridian Boulevard, Suite 290, Franklin, TN, 37067

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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 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2018 - February 2022 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2012 - February 2022 · 9 yrs 5 mos
State Registrations32 states
ALAZCACOCTDEFLGAILINKYMAMDMEMIMNMONCNHNJNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elliott Gruber - Financial Advisor | TrueAdvisor