Elizabeth Punzi, financial advisor Red Bank NJ
93 score

Elizabeth Punzi

CRD Number: 1996213
Current Firm: Morgan Stanley

Elizabeth Punzi (CRD# 1996213) is an Investment Advisor Representative working at Morgan Stanley in Red Bank, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Red Bank, NJ Jun 2015 - Current 1
Morgan Stanley Red Bank, NJ Sep 2013 - Current 3
Bank Of America, Na Red Bank, NJ Mar 2010 - Sep 2013 3
Merrill Lynch Red Bank, NJ Jan 2010 - Sep 2013 3
Unemployed Little Silver, NJ Sep 2009 - Jan 2010 < 1
Ubs Financial Services Inc. Red Bank, NJ May 2008 - Sep 2009 1
Ubs Red Bank, NJ May 2008 - Sep 2009 1
Big Brothers Big Sisters Of Mc Eatontown, NJ Mar 2006 - May 2008 2
Big Brothers Big Sisters Eatontown, NJ Mar 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Elizabeth Punzi
Phone Number: 914-225-5510
Registered State(s):
  • NJ
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
93
Clean Record
This advisor has a clean track record with regulators.

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