Eric Hokanson is a registered investment advisor at Morgan Stanley, based in Hyannis, MA, with 36 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
45 North Street, Hyannis, MA, 02601
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1997Denied
Other Business Activities
Eric owns multiple rental properties, including one since 2015 and another through EK Properties Group LLC since 2024. These activities are investment-related and involve property management.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
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
March 2007 - April 2007 · 1 mo
Citigroup Global Markets INC.Broker
October 1999 - March 2007 · 7 yrs 5 mos
Prudential Securities IncorporatedBroker
January 1995 - October 1999 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1991 - February 1995 · 3 yrs 10 mos
Hibbard Brown & CO., INC.Broker
June 1989 - January 1991 · 1 yr 7 mos
State Registrations34 states
AKAZCACOCTDCDEFLGAHIINMAMDMEMIMNMSMTNCNHNJNYOHORPARISCTXVAVTVirgin IslandsWAWIWY
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.