EB
EB

Elizabeth Bass

11 Years of Experience
Chapel Hill, NC
Broker

Elizabeth Bass is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 11 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

6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517

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 →
Other Business Activities

Elizabeth is a board member at Croasdaile Country Club since January 2024, spending minimal time on administrative tasks after business hours. This activity is recreational and not investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
July 2014 - Present · 12 yrs 2 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIILKSLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWIWVWY
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.