Eloise R Burn

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

• 07/2022 → Present
  Morgan Stanley
  New York, NY
• 06/2021 → 08/2021
  Morgan Stanley
  Purchase, NY
• 06/2020 → 08/2020
  Morgan Stanley
  Purchase, NY
• 12/2019 → 02/2020
  Memorial Sloan Kettering Cancer Center
  New York, NY
• 09/2017 → 06/2022
  Dartmouth College
  Hanover, NH
• 01/2012 → 09/2017
  Millburn High School
  Millburn, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-09-24

Other Names

• Eloise Rosemary Burn