Eric Weider is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, 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
Loading...
Location
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009Settled
Customer Dispute
July 2008Denied
Criminal
May 1995Final Disposition
Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
UBS Financial Services INC.
January 2012 - September 2024 · 12 yrs 8 mos
UBS Financial Services INC.Broker
January 2012 - September 2024 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2012 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2012 · 2 yrs 3 mos
Banc of America Investment Services, INC.
July 2004 - October 2009 · 5 yrs 3 mos
Banc of America Investment Services, INC.Broker
June 2004 - October 2009 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
December 2002 - June 2004 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
May 2002 - June 2004 · 2 yrs 1 mo
Peters Securities CO., LPBroker
April 1999 - May 2002 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.