Elizabeth Steele Rankin Dailey

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2006 → 02/2022
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 02/2022 → 02/2024
  Morgan Stanley Smith Barney Llc
  Charlotte, NC
• 03/2024 → Present
  Edward Jones
  St Louis, MS

Previous Registrations

• 2022-06-16 → 2024-03-05
  Morgan Stanley
  Washington, DC
  Washington, DC
  Charlotte, NC
  Charlotte, NC
  Cornelius, NC
• 2003-08-25 → 2006-07-21
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-06-16

Other Names

• Elizabeth Rankin
• Steele R Dailey
• Steele Rankin
• Elizabeth Steele Rankin Dailey
• Elizabeth R Dailey
• Elizabeth S Dailey
• Elizabeth Steele Rankin