Elisabeth Rachel Schreiber

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

• 05/2011 → 09/2016
  Deutsche Bank Securities Inc
  Los Angeles, CA
• 09/2016 → 08/2021
  Raymond James & Associates, Inc.
  San Francisco, CA
• 08/2021 → Present
  Morgan Stanley Smith Barney Llc
  Santa Barbara, CA
• 09/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-09-06 → 2021-09-03
  Raymond James & Associates, Inc.
  Los Angeles, CA
  San Francisco, CA
• 2012-04-30 → 2016-09-06
  Deutsche Bank Securities Inc.
  Los Angeles, CA

Other Businesses

*546435 - Schreiber Associates PointSeason LLC; Investment related Yes; Greenwich, Connecticut; Online retail services secondary ticket market; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 0; Limited Partner.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-26
• S63 Uniform Securities Agent State Law Examination
  2007-04-10

Other Names

• Elisabeth Rachel Schreiber
• Elizabeth Rachel Schreiber