Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
17yrs
Elia Mora
Financial advisor at Morgan Stanley
Elia Mora has worked in the financial industry for 17 years and is a fiduciary financial advisor based in La Jolla, California. Elia has been with Morgan Stanley since 2024; before that, Elia spent less than a year at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 475 advisors with offices in La Jolla, and one of 436 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office1111 Prospect Street, La Jolla, CA 92037
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowMorgan StanleyCurrent firm
- Oct 2024 – Nov 2024MerrillPreviously
- 2012 – 2016MerrillPreviously
- 2009 – 2012Morgan StanleyPreviously
Contact Elia
1111 Prospect StreetLa Jolla, CA 92037Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Elia
Tailored to Elia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Elia
How do I contact Elia?
Call Morgan Stanley at (914) 225-5510 and ask for Elia Mora. Elia works from the La Jolla, CA office.
How long has Elia been a financial advisor?
Elia has been in the industry since 2009, about 17 years. More experience than 55% of advisors nationwide.
What licenses does Elia hold?
Series 66. Tap any license on this page to see what it allows.
Is Elia a fiduciary?
Elia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Elia paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Elia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
47yrs
Top 1% by experience in La Jolla
Wedbush Securities
47yrs
Top 1% by experience in California
Merrill
47yrs
Top 1% by experience in California
Wells Fargo Advisors
45yrs
Top 1% by experience in California
Wells Fargo Advisors
44yrs
Top 1% by experience in La Jolla