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Elena Muller

Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Morgan StanleyApr 2025 to now
  2. Fidelity InvestmentsFeb 2023 to Mar 2025
  3. UnemployedJan 2023 to Feb 2023
  4. Tifin WealthSep 2022 to Dec 2022
  5. UnemployedMay 2022 to Sep 2022
  6. Dukas Linden Public RelationsSep 2019 to May 2022
  7. UnemployedMay 2019 to Sep 2019
  8. Susan G. Komen Organization of New OrleansJan 2019 to Apr 2019
  9. Mary Kay, Inc.Jun 2018 to Aug 2018
  10. Tulane UniversityAug 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7698084
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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