EG
EG
Eugene Goodreault
27 Years of Experience
San Jose, CA
1 DisclosureBroker
Eugene Goodreault is a registered investment advisor at Morgan Stanley, based in San Jose, CA, 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
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2018Settled
Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - October 2021 · 10 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2021 · 10 yrs 9 mos
Wells Fargo Investments, LLCBroker
January 2007 - January 2011 · 4 yrs
Wells Fargo Investments, LLC
January 2007 - January 2011 · 4 yrs
Merrill Lynch Pierce Fenner & Smith INC.
March 2002 - January 2007 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - January 2007 · 4 yrs 10 mos
Banc of America Securities LLCBroker
October 1998 - November 2001 · 3 yrs 1 mo
Bancamerica Securities, INC.Broker
September 1998 - October 1998 · 1 mo
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.