Erik Zwilling is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 25 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
545 Metro Place South, Suite 300, Dublin, OH, 43017
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Regulatory History (1)
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Customer Dispute
November 2022Denied
Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 5 mos
Morgan Stanley
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - April 2021 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - April 2021 · 9 yrs 7 mos
UBS Financial Services INC.
June 2005 - October 2011 · 6 yrs 4 mos
UBS Financial Services INC.Broker
June 2005 - October 2011 · 6 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2001 - June 2005 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - June 2005 · 4 yrs 11 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.