Elizabeth DufloCRD Number: 6186843
Current Firm: Morgan Stanley
Elizabeth Duflo (CRD# 6186843) is an Investment Advisor Representative working at Morgan Stanley in Dallas, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Morgan Stanley||Dallas, TX||Jun 2015 - Current||2|
|Morgan Stanley||Dallas, TX||Jul 2014 - Feb 2015||< 1|
|Unemployed||Dallas, TX||Mar 2014 - Jul 2014||< 1|
|Axa Advisors, LLC||Syracuse, NY||Apr 2013 - Mar 2014||< 1|
|Pascale Wine Bar And Restaurant||Fayetteville, NY||Sep 2012 - Apr 2013||< 1|
|Unemployed||Dallas, TX||Dec 2011 - Aug 2012||< 1|
|Ted's Montana Grill||Tallahassee, FL||Sep 2009 - Nov 2011||2|
|Talquin Electric Cooperative, Inc.||Quincy, FL||May 2009 - Jul 2009||< 1|
|Aerotek||Tallahassee, FL||Sep 2008 - May 2009||< 1|
|University Of The South||Sewanee, TN||Aug 2004 - Aug 2008||4|
|Deep South Insurance||Dallas, TX||Dec 2007 - Jan 2008||< 1|
|J Crew||Dallas, TX||Oct 2006 - Dec 2007||1|
|Independent Insurance Agents Of Dallas||Dallas, TX||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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