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Eric Sponburgh

26 Years of Experience
Palo Alto, CA
Broker

Eric Sponburgh is a registered investment advisor at Morgan Stanley, based in Palo Alto, 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

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric owns rental property since 2014. He is also the owner of a horse at Five Star Equestrian and a partner at Johnburg Ventures, both since May 2024.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 5 mos
Morgan StanleyBroker
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - February 2011 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2004 - February 2011 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2000 - January 2004 · 3 yrs 10 mos
State Registrations29 states
ALARAZCACOCTDCFLIDILMAMDMINCNHNJNMNVNYOHORSCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.