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Eric Stern

21 Years of Experience
Purchase, NY
Broker

Eric Stern is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 21 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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 two real estate properties, 14 Gillian CT, LLC (since Feb 2021) and 63 Barr Lane, LLC (since June 2021). He spends minimal time on administrative tasks for the first property and a few hours per week on property management for the second.

Employment History
Current Registrations
Morgan StanleyBroker
August 2020 - Present · 6 yrs 1 mo
Morgan Stanley
August 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2009 - August 2020 · 11 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2009 - August 2020 · 11 yrs 2 mos
UBS Financial Services INC.Broker
February 2005 - July 2009 · 4 yrs 5 mos
State Registrations23 states
ARAZCACOCTDCDEFLGAILMAMEMINHNJNMNVNYPARITNVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.