Elexis Winbush, financial advisor Columbus OH

Elexis Winbush

CRD Number: 6896892
Current Firm: Morgan Stanley

Elexis Winbush (CRD# 6896892) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Columbus, OH Oct 2018 - Current 2
Morgan Stanley Services Group, Inc. Columbus, OH Oct 2018 - Jan 2020 1
Tailored Management Columbus, OH Feb 2018 - Oct 2018 < 1
Unemployed Columbus, OH Nov 2017 - Feb 2018 < 1
Unitedhealthcare Dublin, OH Jul 2017 - Nov 2017 < 1
Discover Financial Services New Albany, OH Jul 2013 - Jul 2017 4
Student Columbus, OH May 2013 - Jul 2013 < 1
American Eagle Outfitters Columbus, OH Oct 2003 - May 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Elexis Winbush
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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