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Wendi Eckardt
31 Years of Experience
San Francisco, CA
1 DisclosureBroker
Wendi Eckardt is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 31 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
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History (1)
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Customer Dispute
December 2009Denied
Other Business Activities
Wendi serves as a FINRA arbitrator, dedicating a few hours per week to this role.
Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 8 mos
Morgan Stanley
September 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
August 2005 - September 2013 · 8 yrs 1 mo
UBS Financial Services INC.Broker
August 2005 - September 2013 · 8 yrs 1 mo
Morgan Stanley
August 1998 - August 2005 · 7 yrs
Morgan Stanley Dw INC.Broker
April 1994 - August 2005 · 11 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.