Elizabeth Despain, financial advisor Deerfield IL
90 score

Elizabeth Despain

CRD Number: 5998353
Current Firm: Morgan Stanley

Elizabeth Despain (CRD# 5998353) is an Investment Advisor Representative working at Morgan Stanley in Deerfield, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Riverwoods, IL Sep 2011 - Current 5
Morgan Stanley Smith Barney Chicago, IL Jun 2011 - Sep 2011 < 1
Depaul University Chicago, IL Jul 2010 - Jun 2011 < 1
Loyola Univeristy Chicago, IL Jan 2010 - Jul 2010 < 1
Cardinal Fitness Chicago, IL Oct 2009 - Dec 2009 < 1
Sinclair Community College Dayton, OH Feb 2009 - Oct 2009 < 1
Landes Fresh Meats Clayton, OH Aug 2006 - Feb 2009 2
Northmont City Schools Clayton, OH Jan 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Elizabeth M. Despain
Phone Number: 914-225-5510
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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