Elizabeth Punzi

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Morgan Stanley
  Red Bank, NJ
• 06/2015 → Present
  Morgan Stanley
  Red Bank, NJ
• 05/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-03-22 → 2013-09-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
• 2008-08-01 → 2009-10-06
  Ubs Financial Services Inc.
  Red Bank, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31

Other Names

• Beth Burns
• Elizabeth M Burns
• Elizabeth Margaret Punzi
• Beth Margaret Punzi
• Elizabeth Margaret Punzi
• Elizabeth Margaret Punzi
• Beth ^^ Punzi
• Beth ^^ Burns
• Elizabeth ^^ Burns
• Elizabeth Margaret Punzi