Eric Pemberton is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 22 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
8300 Norman Center Drive, Bloomington, MN, 55437
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
Fisher Investments
March 2024 - February 2025 · 11 mos
RBC Capital Markets, LLC
February 2023 - March 2024 · 1 yr 1 mo
RBC Capital Markets, LLCBroker
February 2023 - March 2024 · 1 yr 1 mo
Charles Schwab & CO., INC.
August 2021 - July 2022 · 11 mos
Charles Schwab & CO., INC.Broker
August 2021 - July 2022 · 11 mos
Morgan Stanley
April 2013 - June 2021 · 8 yrs 2 mos
Morgan StanleyBroker
April 2013 - June 2021 · 8 yrs 2 mos
VALIC Financial Advisors, INC.
January 2013 - April 2013 · 3 mos
VALIC Financial Advisors, INC.Broker
January 2013 - April 2013 · 3 mos
Jackson Wealth Management, LLC
August 2012 - October 2012 · 2 mos
Triad Advisors, INC.Broker
July 2012 - October 2012 · 3 mos
Amerivest Investment Management, LLC
October 2009 - January 2011 · 1 yr 3 mos
TD Ameritrade, INC.Broker
October 2009 - January 2011 · 1 yr 3 mos
TD Ameritrade, INC.
October 2009 - January 2011 · 1 yr 3 mos
Charles Schwab & CO., INC.
June 2003 - April 2009 · 5 yrs 10 mos
Charles Schwab & CO., INC.Broker
June 2003 - April 2009 · 5 yrs 10 mos
Edward JonesBroker
November 2001 - May 2003 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
July 1999 - February 2001 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.