Emily
Ettie

Morgan Stanley

CRD#7467611
Investment Advisor
in Chicago, IL

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About this Advisor

Emily Ettie is a financial advisor based in Chicago, Illinois, working with Morgan Stanley. Emily has previously held positions at Middle School/High School, Cannondale Animal Clinic, Marly's Bar And Bistro, Good Morning Wilton, Doctors Pediatric, Thor Specialties Inc, Cny Group, Darien Ymca, The Woods Bar, Miami University, Arezzo Restaurant, Genesis Technologies, M1 Finance, Miami University, and Morgan Stanley. Emily has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Emily is part of Morgan Stanley, which operates out of Chicago, Illinois. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

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, Performance-based Fees, Others

Office Location

233 South Wacker Drive Suite 9200 Pwm
Chicago, IL 60606

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

IL Average: 88
Total Number of Accounts

2,405,783

IL Average: 3,892
Average Account Size

$582,939

IL Average: $1,917,921

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

Emily Ettie Work History

2023 - Present (1 year)

Morgan Stanley

2021 - 2023 (2 years)

M1 Finance

2020 - 2020 (< 1 year)

Arezzo Restaurant

2020 - 2021 (1 year)

Genesis Technologies

2019 - 2020 (1 year)

Darien Ymca

2019 - 2019 (< 1 year)

The Woods Bar

2018 - 2018 (< 1 year)

Cny Group

2018 - 2020 (2 years)

Miami University

2017 - 2017 (< 1 year)

Doctors Pediatric

2017 - 2017 (< 1 year)

Thor Specialties Inc

2016 - 2016 (< 1 year)

Good Morning Wilton

2016 - 2020 (4 years)

Miama University

2015 - 2015 (< 1 year)

Marly'S Bar And Bistro

2014 - 2016 (2 years)

Cannondale Animal Clinic

2011 - 2016 (5 years)

Middle School/High School

Disclosures

Please visit the SEC profile of Emily Ettie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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