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Eric Loche is a registered investment advisor at Morgan Stanley, based in Punta Gorda, FL, 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
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Location
425 Cross Street, Unit 116, Punta Gorda, FL, 33950
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Regulatory History (1)
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Customer Dispute
April 2008Denied
Other Business Activities
Eric owns rental property in Gainesville, FL since January 2019, acting as a landlord. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
April 2014 - Present · 12 yrs 5 mos
Morgan Stanley
March 2014 - Present · 12 yrs 6 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2000 - April 2014 · 13 yrs 6 mos
Wells Fargo Advisors, LLCBroker
October 2000 - April 2014 · 13 yrs 6 mos
First Union Brokerage Services, INC.Broker
May 2000 - October 2000 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1997 - May 2000 · 3 yrs 1 mo
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.