Best Investors Account Sign in

Elizabeth Lynn Yarkosky

Morgan Stanley

Scottsdale, AZ

CRD 2199557

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_RES 2020-05-12
  • TX RA
    APPROVED_RES
    Since 2020-05-12

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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. Scottsdale AZ 03/1982 Present
Morgan Stanley Smith Barney Scottsdale AZ 06/2009 Present
  • 03/1982 → Present
    Citigroup Global Markets Inc.
    Scottsdale, AZ
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-09
  • S63 Uniform Securities Agent State Law Examination
    1998-04-09

View on SEC IAPD

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor