Eric Townsend is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 28 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
1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
December 2017 - Present · 8 yrs 5 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2013 - November 2016 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - November 2016 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
October 2011 - August 2012 · 10 mos
Ameriprise Financial Services, INC.Broker
October 2011 - August 2012 · 10 mos
Chase Investment Services CORP.Broker
March 2010 - March 2011 · 1 yr
Chase Investment Services CORP.
March 2010 - March 2011 · 1 yr
Banc of America Investment Services, INC.Broker
September 2005 - April 2009 · 3 yrs 7 mos
Banc of America Investment Services, INC.
September 2005 - April 2009 · 3 yrs 7 mos
Strategic Advisers, INC.
March 2003 - May 2005 · 2 yrs 2 mos
Fidelity Brokerage Services LLCBroker
March 2003 - May 2005 · 2 yrs 2 mos
Sws Financial Services
January 2003 - February 2003 · 1 mo
Sws Financial ServicesBroker
February 2001 - February 2003 · 2 yrs
Sws Financial Services
February 2001 - December 2002 · 1 yr 10 mos
Quick & Reilly, INC.Broker
November 1993 - March 2001 · 7 yrs 4 mos
State Registrations1 state
IA
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.