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Eric Morrow

24 Years of Experience
Waynesboro, PA
1 DisclosureBroker

Eric Morrow is a registered investment advisor at Ameriprise Financial Services, LLC, based in Waynesboro, PA, with 24 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

10933 Buchanan Trail E, Waynesboro, PA, 17268

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2018
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
March 2025 - Present · 1 yr 4 mos
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
April 2022 - March 2025 · 2 yrs 11 mos
Cuso Financial Services, L.P.
April 2022 - March 2025 · 2 yrs 11 mos
Cetera Advisor Networks LLCBroker
September 2019 - August 2020 · 11 mos
Summit Financial Group INC
July 2018 - August 2020 · 2 yrs 1 mo
Summit Brokerage Services, INC.Broker
July 2018 - September 2019 · 1 yr 2 mos
M&t Securities, INC.
April 2011 - August 2018 · 7 yrs 4 mos
M&t Securities, INC.Broker
January 2007 - August 2018 · 11 yrs 7 mos
Wachovia Securities, LLCBroker
October 2000 - December 2006 · 6 yrs 2 mos
First Union Brokerage Services, INC.Broker
September 2000 - October 2000 · 1 mo
Dean Witter Reynolds INC.Broker
May 1999 - June 2000 · 1 yr 1 mo
State Registrations4 states
MDNEPAWV
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.