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Elisheba S Dhilpe

Investment adviser representative at Morgan Stanley
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Morgan StanleyJul 2023 to now
  2. Unemployed, Part-time MbaApr 2023 to Jul 2023
  3. Contextlogic Inc (wish)Sep 2020 to Apr 2023
  4. Apptivo IncMay 2019 to Sep 2019
  5. Christ Community Church of MilpitasDec 2018 to May 2019
  6. ChipotleJul 2018 to Dec 2018
  7. Full Time College StudentAug 2017 to Dec 2020
  8. Full Time StudentAug 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7772949
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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