EB
EB

Eric Benson

20 Years of Experience
Naples, FL
Broker

Eric Benson is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 20 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric owns real estate in Naples, Florida, since August 2024. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 10 mos
Morgan Stanley
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2013 - September 2022 · 9 yrs 2 mos
J.P. Morgan Securities LLCBroker
July 2013 - September 2022 · 9 yrs 2 mos
Morgan Stanley
September 2010 - August 2013 · 2 yrs 11 mos
Morgan StanleyBroker
August 2010 - August 2013 · 3 yrs
Northern Trust Investments, Incorporated
October 2005 - July 2013 · 7 yrs 9 mos
State Registrations32 states
ALARAZCACOCTDCDEFLIDILINKSKYMAMIMNMONCNJNVNYOHOKPASCTNTXVAVTWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.