EH
EH
Eric Hersh is a registered investment advisor at Morgan Stanley, based in Northbrook, IL, with 34 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
Northbrook, IL
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Regulatory History (3)
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Regulatory
July 2009Final
Customer Dispute
October 2008Settled
Customer Dispute
January 2008Withdrawn
Other Business Activities
Eric is a manager at Hersh Family Properties LLC, a real estate holding company, and a partner at Hersh Family Holdings LLC, an investment/finance/banking company. He also serves as trustee/co-trustee for multiple family trusts, dedicating minimal time to these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Raymond James & Associates, INC.
December 1997 - April 2009 · 11 yrs 4 mos
Raymond James & Associates, INC.Broker
December 1997 - April 2009 · 11 yrs 4 mos
Smith Barney INC.Broker
May 1995 - December 1997 · 2 yrs 7 mos
Smith Barney Shearson INC.Broker
July 1993 - May 1994 · 10 mos
Lehman Brothers INC.Broker
December 1990 - July 1993 · 2 yrs 7 mos
State Registrations23 states
ALCACOCTDCDEFLGAILINMAMDMIMNNCNYOKPATNTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.