Eric Boos is a registered investment advisor at Morgan Stanley, based in Greer, AZ, with 37 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
Greer, AZ
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Regulatory History (1)
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Customer Dispute
November 2008Settled
Other Business Activities
Eric owns real estate in Tucson, Arizona, since 2013 and rents the property under a long-term lease. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
January 1989 - July 1993 · 4 yrs 6 mos
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.