Elise Hartwig, financial advisor Wayzata MN

Elise Hartwig

CRD Number: 6846928
Current Firm: Morgan Stanley

Elise Hartwig (CRD# 6846928) is an Investment Advisor Representative working at Morgan Stanley in Wayzata, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Wayzata, MN Sep 2019 - Current 1
Morgan Stanley Private Bank, N.a. New York, NY Sep 2019 - Current 1
Kenwood Gymnastics Center St. Louis Park, MN Sep 2018 - Current 2
Morgan Stanley Smith Barney LLC Wayzata, MN Jun 2019 - Sep 2019 < 1
Student Minneapolis, MN Sep 2008 - May 2019 10
Affiance Financial St. Louis Park, MN May 2017 - Mar 2018 < 1
E-group Marketing And Promotions Minneapolis, MN Jan 2016 - May 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Elise A. Hartwig
Phone Number: 914-225-5510
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 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
  • 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, WY

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