Elizabeth Tuan Oldham Grissom

CRD 4141819 · Morgan Stanley · Sarasota, FL

IA RegisteredBroker

Also appears in the source record as: Elizabeth Tuan Grissom; Elizabeth Tuan Oldham

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63SIESeries 31Series 55Series 7
Registered states (35): Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming
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
Sarasota, FL · IA capacity

Apr 29, 2016 → present
J.P. Morgan Securities LLC
BD capacity

Oct 1, 2012 → May 10, 2016
J.P. Morgan Securities LLC
IA capacity

Oct 1, 2012 → May 10, 2016
Chase Investment Services Corp.
IA capacity

Aug 24, 2010 → Oct 1, 2012
Chase Investment Services Corp.
BD capacity

Aug 9, 2010 → Oct 1, 2012
Lincoln Investment
BD capacity

Jun 25, 2009 → Oct 30, 2009
Wells Fargo Brokerage Services, L.L.C.
BD capacity

Nov 1, 2004 → Jan 7, 2009
Alps Distributors, Inc.
BD capacity

Dec 3, 2003 → Sep 13, 2004
Banc Of America Investment Services, Inc.
BD capacity

Aug 15, 2000 → Sep 23, 2003
Spear, Leeds & Kellogg
BD capacity

Mar 27, 2000 → Jun 9, 2000

Source & corrections

Where this page comes from

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