Elan King, financial advisor Dublin OH
90 score

Elan King

CRD Number: 5445428
Current Firm: Morgan Stanley

Elan King (CRD# 5445428) is an Investment Advisor Representative working at Morgan Stanley in Dublin, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Dublin, OH Jan 2011 - Current 5
Edward Jones Investments Dublin,, OH Oct 2007 - Jan 2011 3
Lucky Shoes / New Balance Dublin, OH May 2007 - Oct 2007 < 1
Scotts Miracle Grow Company Marysville, OH Feb 2007 - May 2007 < 1
Gustwiller's Clothing Ottawa, OH Oct 1999 - Feb 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Elan S. King
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • PA
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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