Eric Wiltfang is a registered investment advisor at Morgan Stanley, based in Westlake Village, 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
Loading...
Location
100 North Westlake Boulevard, Suite 200, Westlake Village, CA, 91362
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 StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2009 - November 2024 · 15 yrs 9 mos
Wells Fargo Advisors
February 2009 - November 2024 · 15 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2002 - February 2009 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - February 2009 · 6 yrs 11 mos
Morgan Stanley Dw INC.Broker
September 1994 - February 2002 · 7 yrs 5 mos
State Registrations22 states
AZCAFLGAILINKSKYMAMIMSNCNVNYORPASCTNTXUTWAWV
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.