Elio Issa

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

• 07/2024 → 02/2025
  Morgan Stanley
  San Francisco, CA
• 06/2021 → 08/2021
  Al Khalij Commercial Bank (Al Khaliji) P.Q.S.C.
  Dubai
• 03/2023 → 01/2024
  Morgan Stanley
  San Francisco, CA
• 08/2014 → 06/2019
  High School Student
  Dubai
• 08/2019 → 06/2022
  Undergraduate Student
  Beirut
• 09/2022 → 06/2024
  Boston University
  Boston, MA
• 03/2025 → 09/2025
  Unemployed
  San Francisco, CA
• 03/2026 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2025 → 10/2025
  Equitable Advisors, Llc
  San Francisco, CA
• 10/2025 → 02/2026
  Unemployed
  San Francisco, CA

Other Businesses

*608274 - SCI Marsurmer 01; Investment Related - Yes; Gemenos, France; Rental Property, Investment/Finance/Banking; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2021; During Business Hours: 0; After Business Hours: 0; No role

Exams

• S66 Uniform Combined State Law Examination
  2024-09-12