Elvira Portera is a registered investment advisor at Morgan Stanley, based in Grosse Pointe Farms, MI, with 4 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
130 Kercheval Avenue, Grosse Pointe Farms, MI, 48236
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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 StanleyBroker
February 2026 - Present · 3 mos
Morgan Stanley
February 2026 - Present · 3 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2023 - February 2026 · 2 yrs 8 mos
UBS Financial Services INC.
June 2023 - February 2026 · 2 yrs 8 mos
Fidelity Personal and Workplace Advisors
February 2021 - July 2021 · 5 mos
Fidelity Brokerage Services LLCBroker
February 2021 - July 2021 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - March 2019 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - March 2019 · 1 yr
Morgan StanleyBroker
March 2017 - May 2017 · 2 mos
J.P. Morgan Securities LLCBroker
September 2015 - December 2015 · 3 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.