EG
EG

Eric Gustafson

27 Years of Experience
Greenville, DE
Broker

Eric Gustafson is a registered investment advisor at Morgan Stanley, based in Greenville, DE, 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

500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807

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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 is a finance committee and board member at St. Anne's Episcopal School, providing financial oversight. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 2005 - June 2009 · 3 yrs 11 mos
Morgan Stanley
November 1999 - August 2005 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
August 1998 - August 2005 · 7 yrs
Painewebber IncorporatedBroker
May 1998 - August 1998 · 3 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.