Elisabeth Rachel Schreiber

CRD 2690565 · Morgan Stanley · Santa Barbara, CA

IA RegisteredBroker

Also appears in the source record as: Elizabeth Rachel Schreiber

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (26): California · Colorado · Connecticut · Delaware · Florida · Illinois · Kansas · Maine · Maryland · Massachusetts · Michigan · Minnesota · Nevada · New Jersey · New York · North Carolina · Oklahoma · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Texas · Utah · Virginia · Washington
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (10)

From the source registration record · current first

Morgan StanleyCurrent
Santa Barbara, CA · IA capacity

Aug 30, 2021 → present
Raymond James & Associates, Inc.
BD capacity

Sep 6, 2016 → Sep 3, 2021
Raymond James & Associates, Inc.
IA capacity

Sep 6, 2016 → Sep 3, 2021
Deutsche Bank Securities Inc.
IA capacity

Apr 30, 2012 → Sep 6, 2016
Deutsche Bank Securities Inc.
BD capacity

Jun 7, 2011 → Sep 6, 2016
J.P. Morgan Securities LLC
BD capacity

Sep 16, 2010 → Jan 14, 2011
Hsbc Securities (USA) Inc.
BD capacity

Jan 9, 2009 → Aug 18, 2010
Dawntreader Capital LLC
BD capacity

Mar 8, 2006 → Jun 30, 2008
Royce Fund Services, Inc.
BD capacity

Aug 23, 2002 → Oct 4, 2004
Sg Cowen Securities Corporation
BD capacity

Jun 15, 2000 → Sep 29, 2000

Source & corrections

Where this page comes from

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