Elizabeth Ann Coello

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

• 08/2016 → Present
  Morgan Stanley
  Houston, TX

Previous Registrations

• 2009-03-19 → 2016-08-09
  Neuberger Berman Bd Llc
  Houston, TX
• 2008-06-16 → 2009-03-10
  Stanford Group Company
  Houston, TX
• 2003-10-22 → 2008-06-17
  Banc Of America Investment Services, Inc.
  Sugar Land, TX
  Houston, TX

Other Businesses

*306164 - Houston Livestock Show and Rodeo; Investment related: No; Houston, Texas; Rodeo and Educational Scholarships; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2009; During business hours: 0; After business hours: 12; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-21
• S63 Uniform Securities Agent State Law Examination
  1999-02-24

Other Names

• Beth Gurske
• Elizabeth Ann Gurske
• Beth Ann Coello
• Elizabeth Ann Coello
• Elizabeth A Coello
• Elizabeth A Gurske