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About this Advisor
Elaine Thompson-Perez is a financial advisor in New York, New York. Currently a registered investment advisor at Morgan Stanley, they have accumulated 12 years of work experience. Thompson-Perez maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Thompson-Perez is able to work with investors in California and Connecticut. The advisor has gained experience at Liberty Group, LLC, Windermere Eastbay Realty/Realtor, Metlife Securities Inc, Lupin Pharmacuetical, Adt, Scan Health Plan, Ameritas Investment Corp/David White & Associates, The Metropolitan - Elaine Thompson-Perez, Morgan Stanley Private Bank, National Association and Ttansamerica Financial Advisors, Inc. Morgan Stanley is based out of New York, New York, and operates out of 702 additional offices in the country. Overall, Morgan Stanley manages $735 billion in assets across 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the investment firm's 1,724,668 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley offers 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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Elaine Thompson-Perez Work History
Elaine has 12 years of experience.
Morgan Stanley Private Bank, National Association
Ttansamerica Financial Advisors, Inc
Ameritas Investment Corp/David White & Associates
Scan Health Plan
Liberty Group, LLC
Metlife Securities Inc
Windermere Eastbay Realty/Realtor
The Metropolitan - Elaine Thompson-Perez
Elaine Thompson-Perez has disclosures.
Please visit their SEC profile for more details.