David EliasCRD Number: 5289319
Current Firm: Morgan Stanley
David Elias (CRD# 5289319) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 7 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
|Morgan Stanley||Purchase, NY||Jul 2021 - Current||1|
|Ubs Financial Services||New York, NY||Jan 2019 - Jun 2021||2|
|Morgan Stanley||New York, NY||Sep 2013 - Jan 2019||5|
|Ubs||New York, NY||Apr 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
Total Assets Under Management1,185,061MILLIONS
Total Number of Accounts2,233,188ACCOUNTS
Average Account Value$530,659
- 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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