Eliot Lincoln

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

• 05/2024 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 04/2024 → 05/2024
  Sandhills Global
  Scottsdale, AZ
• 10/2023 → 04/2024
  Mirabella At Asu
  Tempe, AZ
• 08/2022 → 05/2023
  Arizona State University
  Tempe, AZ
• 05/2023 → 08/2023
  Marriott Vacations Worldwide
  Orlando, FL
• 05/2022 → 08/2022
  Lakewood Country Club
  Lakewood, CO
• 08/2021 → 05/2022
  Arizona State University
  Tempe, AZ
• 05/2021 → 08/2021
  Bangkok Thai Food 2
  Lakewood, CO
• 03/2020 → 05/2021
  Arizona State University
  Tempe, AZ
• 02/2020 → 03/2020
  Bangkok Thai Food 2
  Lakewood, CO
• 10/2014 → 02/2020
  Lakewood High School
  Lakewood, CO
• 08/2020 → 05/2024
  Arizona State University
  Tempe, AZ
• 06/2025 → Present
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15
• S63 Uniform Securities Agent State Law Examination
  2025-01-27

Other Names

• Eliot Adrian Lincoln