Elizabeth Menteur is a registered investment advisor at Morgan Stanley, based in Milwaukee, WI, with 9 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
411 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202
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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 Stanley
February 2018 - Present · 8 yrs 5 mos
Morgan StanleyBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
October 2016 - July 2017 · 9 mos
Mcadam LLC
April 2016 - April 2016 · 0 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2016 - April 2016 · 2 mos
State Registrations2 states
NYWI
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.