EC
EC
Eric Cline is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 32 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
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History (1)
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Customer Dispute
February 2007Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2003 - June 2009 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
October 1999 - June 2009 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - October 1999 · 6 yrs 4 mos
State Registrations28 states
AZCACOCTDCFLGAHIIDMAMDMIMNNCNHNMNVNYOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.