Elisabeth SandersCRD Number: 6262268
Current Firm: Morgan Stanley
Elisabeth Sanders (CRD# 6262268) is an Investment Advisor Representative working at Morgan Stanley in Winston Salem, NC and has over 3 years of experience in the finance industry.
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Morgan Stanley||Winston-salem, NC||Jun 2015 - Current||2|
|Wells Fargo Advisors LLC||Winston-salem, NC||Aug 2014 - Jun 2015||< 1|
|Morgan Stanley||Winston Salem, NC||Oct 2013 - Aug 2014||< 1|
|Clawson & Staubes, Pllc||Charlotte, NC||Jun 2010 - Oct 2013||3|
|Guilford College||Greensboro, NC||Jan 2010 - Jun 2010||< 1|
|Bottled Water For Life||Woodstock, GA||Jan 2009 - Dec 2009||< 1|
|Unemployed||Canton, GA||Aug 2008 - Dec 2008||< 1|
|Trupoint Marketing||Winston Salem, NC||Apr 2008 - Aug 2008||< 1|
|Skybus Airlines||Greensboro, NC||Oct 2007 - Apr 2008||< 1|
|Steak Street||Greensboro, NC||Aug 2007 - Oct 2007||< 1|
|Appalachian State University||Boone, NC||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.