EV
EV

Eric Villamater

39 Years of Experience
Hunt Valley, MD
Broker

Eric Villamater is a registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 39 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

303 International Circle, Suite 500, Hunt Valley, MD, 21030

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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.

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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
May 1996 - February 2006 · 9 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1989 - February 2006 · 16 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
October 1986 - August 1989 · 2 yrs 10 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eric Villamater - Financial Advisor | TrueAdvisor