Elaine Diane Habif

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Sherman Oaks, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Los Angeles, CA
• 1998-11-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

*253563- The Seeds of Change; Investment related-No; Los Angeles, California; Children/Youth:Disaster Relief, Humanitarian; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-04
• S63 Uniform Securities Agent State Law Examination
  1987-05-04

Other Names

• Elaine Habif Francisco