Yamen Elsaid

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

• 11/2009 → 10/2019
  Jp Morgan Chase Bank Na
  Venice, FL
• 10/2012 → 10/2019
  J.P. Morgan Securities Llc
  Bradenton, FL
• 10/2019 → Present
  Morgan Stanley Smith Barney Llc
  Sarasota, FL
• 11/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-10-01 → 2019-10-16
  J.P. Morgan Securities Llc
  Lakewood Ranch, FL
  Bradenton, FL
  Sarasota, FL
  Englewood, FL
  Venice, FL
  Bradenton, FL
  Bradenton, FL
• 2009-12-02 → 2012-10-01
  Chase Investment Services Corp.
  Sarasota, FL
  Sarasota, FL
  Lakeland, FL
  Lakeland, FL
  Lakeland, FL
  Lakeland, FL
  Venice, FL
  Sarasota, FL
  Bradenton, FL
  Bradenton, FL
  Sarasota, FL
  Lakeland, FL
  Lakeland, FL
  Brandenton, FL
  Englewood, FL
  Valrico, FL
  Brandon, FL
  Valrico, FL
  Bradenton, FL
  Bradenton, FL
• 2009-08-18 → 2009-09-03
  Equitable Advisors, Llc
  High Point, NC

Other Businesses

1. *398332 - Horus Real Estate, LLC; Investment related -Yes; Sarasota, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; Administrative, Property Management 2. *423177 - LWM REIT LLC; Investment related- Yes; LAKEWOOD RANCH, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 4; After business hours: 1; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2009-08-17

Designations

• Certified Financial Planner