EB
EB

Eric Beachy

27 Years of Experience
Tampa, FL
Broker

Eric Beachy is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 27 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

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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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 2018 and dedicates minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
May 2009 - September 2023 · 14 yrs 4 mos
E*trade Securities LLCBroker
February 2006 - September 2023 · 17 yrs 7 mos
Brownco, LLCBroker
December 2000 - May 2006 · 5 yrs 5 mos
Kashner Davidson Securities CorporationBroker
March 1999 - October 2000 · 1 yr 7 mos
Baxter Banks & Smith, LTD.Broker
September 1998 - May 1999 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.