Erwin Moosher is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 44 years of industry experience. Erwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1775 I Street, North West, Suite 200, Washington, DC, 20006
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Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Erwin serves as a successor role in an estate since February 2022, dedicating minimal time during business hours. Erwin also owns rental property in Washington, D.C. since February 2020, spending minimal time on property management.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Jersey Securities, INC.Broker
State Registrations47 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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