EG
EG

Elyse Gustafson

7 Years of Experience
Jacksonville, FL
Broker

Elyse Gustafson is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, 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

50 North Laura Street, Suite 2000, Jacksonville, FL, 32202

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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

Elyse serves as a Priest Associate at Good Shepherd Episcopal Church, leading Sunday services and teaching courses. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elyse Gustafson - Financial Advisor | TrueAdvisor