Ellie Jo Ivancich

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

• 01/2017 → Present
  Morgan Stanley
  Nashville, TN
• 10/2017 → Present
  Tennessee Performance Volleyball
  Franklin, TN
• 08/2014 → 05/2018
  Belmont University
  Nashville, TN
• 07/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*390199 - STARS Nashville; Investment related - No; Nashville, Tennessee; Children/Youth; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 2; After business hours: 6; Marketing, Business Development/Growth *421796 - Rental Property; Investment related Yes; Nashville, Tennessee; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours:1; Property Management. *517175 - Belmont Athletics Hall of Fame Committee; Investment related: No; Nashville, Tennessee; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 2; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31