Eric Leister is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Criminal
July 1998Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Cibc World Markets CORP.Broker
Salomon Smith Barney INC.Broker
State Registrations38 states
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
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