Elaine
Thompson-Perez

Morgan Stanley

CRD#1870716
Investment Advisor
in New York, NY
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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

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

522 5Th Avenue
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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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
  • Other

Elaine Thompson-Perez Work History

Elaine has 12 years of experience.

2018 - Present (1 year)

Morgan Stanley Private Bank, National Association

2018 - Present (1 year)

Morgan Stanley

2016 - 2018 (2 years)

Principal Securities

2015 - 2015 (< 1 year)

Ttansamerica Financial Advisors, Inc

2015 - 2016 (1 year)

Axa-Advisors, LLC

2013 - 2015 (2 years)

Ameritas Investment Corp/David White & Associates

2012 - 2014 (2 years)

Scan Health Plan

2011 - 2011 (< 1 year)

Liberty Group, LLC

2011 - 2012 (1 year)

Adt

2009 - 2012 (3 years)

Metlife Securities Inc

2008 - 2009 (1 year)

Lupin Pharmacuetical

2006 - 2013 (7 years)

Windermere Eastbay Realty/Realtor

2006 - 2012 (6 years)

The Metropolitan - Elaine Thompson-Perez

Disclosures

Elaine Thompson-Perez has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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