Eric Stevens is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, 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 Lippincott Drive, Suite 300, Marlton, NJ, 08053
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Regulatory History (1)
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Customer Dispute
February 2000Settled
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. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
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
December 1987 - February 1988 · 2 mos
First Investors CorporationBroker
November 1986 - December 1987 · 1 yr 1 mo
State Registrations25 states
AZCACOCTDEFLGAHIILMAMDMEMIMNNCNJNVNYOHPARISCTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.