EB
EB

Essie Bonney

3 Years of Experience
El Segundo, CA
Broker

Essie Bonney is a registered investment advisor at Morgan Stanley, based in El Segundo, CA, with 3 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

2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Essie is a content creator on social media in Playa Del Rey, California, since November 2021. This business development/growth activity takes place after business hours and consumes about a quarter of her time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2024 - Present · 1 yr 11 mos
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
February 2024 - May 2024 · 3 mos
Alliancebernstein L.P.
February 2024 - May 2024 · 3 mos
American Funds Distributors, INC.
October 2022 - September 2023 · 11 mos
American Funds Distributors, INC.Broker
May 2022 - September 2023 · 1 yr 4 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.