Ellen
Spitz

Morgan Stanley

CRD#2279685
Investment Advisor
in Garden City, NY

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About this Advisor

Ellen Spitz is a financial advisor based out of Garden City, New York who has 9 years of industry experience. Spitz currently works for Morgan Stanley. During their career, Spitz has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley. Spitz has a Series 63 license, designating them as a securities agent, and is approved to operate in New York and Texas. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It has $1 trillion in assets across its 2,233,188 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. Morgan Stanley provides a number of services, including 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. A financial advisor's fees typically are based on which services the firm provides the client. Fee types charged by Morgan Stanley likely consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

9 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

Office Location

855 Franklin Avenue
Garden City, NY 11530

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NY Average: 88
Total Number of Accounts

2,233,188

NY Average: 3,892
Average Account Size

$530,659

NY 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

Ellen Spitz Work History

Ellen has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Morgan Stanley

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ellen Spitz 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

Allan House
Baltimore, MD
Matthew Cooper
New Haven, CT
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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