Best Investors Account Sign in

Ellie S Chizmarova

Morgan Stanley

Newport Beach, CA

Laguna Niguel, CA

CRD 4303170

Claim This Profile
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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-23
CA RA APPROVED 2018-06-20
  • TX RA
    APPROVED
    Since 2020-04-23
  • CA RA
    APPROVED
    Since 2018-06-20

Branch Locations

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States

28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors, Llc Newport Beach CA 11/2007 06/2018
Morgan Stanley Smith Barney Llc Newport Beach CA 06/2018 08/2018
Morgan Stanley Private Bank, N.A. New York NY 10/2018 Present
Morgan Stanley Smith Barney Llc Newport Beach CA 08/2018 Present
  • 11/2007 → 06/2018
    Newport Beach, CA
  • 06/2018 → 08/2018
    Morgan Stanley Smith Barney Llc
    Newport Beach, CA
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2018 → Present
    Morgan Stanley Smith Barney Llc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-10
  • S66 Uniform Combined State Law Examination
    2018-07-10
Designations
  • Chartered Financial Analyst
Other Names
  • Ellie Chizmarova
  • Elisaveta Koleva Chizmarova
  • Ellie Chizmarova
  • Ellie Koleva Chizmarova
  • Ellie Svrakov Chizmarova

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor