EB
EB

Erin Burke

26 Years of Experience
Oxnard, CA
Broker

Erin Burke is a registered investment advisor at Morgan Stanley, based in Oxnard, CA, with 26 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

300 Esplanade Drive, 10th Floor, Oxnard, CA, 93036

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History

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.

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Other Business Activities

Erin serves as a Power of Attorney (POA) in Ventura, California. This investment-related activity does not require time outside of or during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Charles Schwab & CO., INC.Broker
September 2006 - June 2007 · 9 mos
E*trade Securities LLCBroker
August 1999 - June 2006 · 6 yrs 10 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Erin Burke - Financial Advisor | TrueAdvisor