EB
EB

Eric Boory

41 Years of Experience
Marlton, NJ
Broker

Eric Boory is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

303 Lippincott Drive, Suite 300, Marlton, NJ, 08053

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Eric is the Vice President of Cure Fragile X Foundation, Inc. and President of Congregation Beth El. He also serves as a board member for Safety In Groups, Inc. and acts as POA for two individuals in Florida, dedicating minimal time to these investment-related activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Citigroup Global Markets INC.
May 2002 - August 2006 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
July 1993 - August 2006 · 13 yrs 1 mo
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
November 1984 - February 1988 · 3 yrs 3 mos
State Registrations35 states
AKALAZCACOCTDCDEFLGAIAILKSMAMDMEMIMONCNDNHNJNMNVNYORPASCTNTXVAWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.