Eric Overstreet is a registered investment advisor at Morgan Stanley, based in Reno, NV, with 40 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
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Location
5390 Kietzke Lane, Suite 200, Reno, NV, 89511
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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 →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Bear, Stearns & CO. INC.
January 2005 - February 2008 · 3 yrs 1 mo
Bear, Stearns & CO. INC.Broker
January 2005 - February 2008 · 3 yrs 1 mo
Credit Suisse First Boston
January 2003 - February 2005 · 2 yrs 1 mo
Credit Suisse First Boston LLCBroker
January 2003 - February 2005 · 2 yrs 1 mo
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - January 2003 · 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1999 - January 2003 · 3 yrs 6 mos
Schroder & CO. INC.Broker
April 1990 - August 1999 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1989 - May 1990 · 1 yr 1 mo
Drexel Burnham Lambert IncorporatedBroker
October 1985 - June 1989 · 3 yrs 8 mos
State Registrations19 states
AZCACOCTFLHIILINMAMDMIMSNJNVNYORTXVAWA
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.