EM
CFP
EM
CFP
Eric Matthews is a CFP-designated registered investment advisor at Morgan Stanley, based in Plano, TX, with 23 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
7500 Dallas Parkway, Suite 500, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 10 mos
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2023 · 10 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2023 · 10 yrs 11 mos
Chase Investment Services CORP.Broker
June 2007 - October 2012 · 5 yrs 4 mos
Chase Investment Services CORP.
June 2007 - October 2012 · 5 yrs 4 mos
Aig Sunamerica Capital Services, INC.Broker
July 2005 - December 2006 · 1 yr 5 mos
Morgan Stanley
January 2002 - July 2005 · 3 yrs 6 mos
Morgan Stanley Dw INC.Broker
December 2001 - July 2005 · 3 yrs 7 mos
State Registrations37 states
AKALARCACOCTFLGAIDILINKSLAMAMDMIMNMSNCNHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.