EI
EI

Ellie Ivancich

7 Years of Experience
Nashville, TN
Broker

Ellie Ivancich is a registered investment advisor at Morgan Stanley, based in Nashville, TN, with 7 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

3102 West End Avenue, Suite 200, Nashville, TN, 37203

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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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Other Business Activities

Ellie serves on the advisory board for STARS Nashville and on the Belmont Athletics Hall of Fame Committee, dedicating minimal time to each. She also is a partner in a real estate rental property, spending minimal time on property management.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.