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Ellen Quinlan Bush

Morgan Stanley

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About Ellen Quinlan Bush

Ellen Quinlan Bush is a registered investment advisor representative with Morgan Stanley. Ellen has been in the securities industry since 1980 and has experience with a wide range of financial services, including investment planning, asset allocation, and portfolio management. Ellen holds several professional licenses, including Series 7, 9, 10, 52TO, 63, and 65. In addition to working for Morgan Stanley, Ellen is also a board member for the Hospital and Healthcare Association of PA. Ellen is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Ellen has experience working with a diverse clientele including high net worth individuals, insurance companies, corporations, and charitable organizations.

Firm Information

Ellen Bush is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Ellen Bush’s Registration & Firm History

PA

03/16/2012 - Present

Morgan Stanley (Scranton PA)

PA

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SCRANTON PA)

NY

04/11/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/23/1980 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

02/22/1980 - 08/21/1980

BACHE HALSEY STUART SHIELDS INCORPORATED

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Licenses & Designations

IA

Issued 10/18/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/09/1985

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ellen Quinlan Bush.
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