Elizabeth
Layne

Morgan Stanley

CRD#4497721
Investment Advisor
in Atlanta, GA
Are you Elizabeth Layne? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Layne is a certified financial planner whose office is in Atlanta, Georgia. Currently an investment advisor at Morgan Stanley, they have accrued 17 years of experience as a financial advisor. Layne maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Layne can serve investors in Georgia and Texas. Layne has gained experience at Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley Smith Barney LLC. Morgan Stanley is based out of Atlanta, Georgia, and has 702 brick-and-mortar locations throughout the nation. As a registered investment advisory firm, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

GA Average: $7,464,549,021
Total Number of Employees

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Elizabeth Layne Work History

Elizabeth has 17 years of experience.

2016 - Present (3 years)

Morgan Stanley Private Bank, N.A

2016 - Present (3 years)

Morgan Stanley Smith Barney LLC

2001 - 2016 (15 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Elizabeth Layne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started