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Elizabeth A Lents

Morgan Stanley

Oklahoma City, OK

Tulsa, OK

CRD 5376440

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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_RES 2020-03-19
OK RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • OK RA
    APPROVED
    Since 2009-06-01

Branch Locations

6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States

2200 South Utica Place Suite 500, Tulsa, OK 74114 • 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
Citigroup Global Markets Inc. Oklahoma City OK 06/2007 Present
Morgan Stanley Smith Barney Oklahoma City OK 06/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-06
  • S66 Uniform Combined State Law Examination
    2007-11-06
Other Names
  • Elizabeth Anne Peterson

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK

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