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Eric Abbott

Morgan Stanley
23 Years of Experience
Venice, FL
1 DisclosureBroker
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Eric Abbott is a registered investment advisor at Morgan Stanley, based in Venice, FL, with 23 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

333 South Tamiami Trail, Suite 199, Venice, FL, 34285

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is a partner in Onaway Properties LLC, a real estate venture in Sarasota, Florida, since March 2020. He dedicates minimal time to property management during business hours.

Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 7 yrs
Morgan StanleyBroker
October 2019 - Present · 7 yrs
Previous Registrations
J.P. Morgan Securities LLC
September 2013 - October 2019 · 6 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2013 - October 2019 · 6 yrs 1 mo
Strategic Advisers, INC.
April 2010 - September 2013 · 3 yrs 5 mos
Fidelity Brokerage Services LLCBroker
March 2010 - September 2013 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - March 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - March 2010 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
August 2006 - March 2008 · 1 yr 7 mos
Fifth Third Securities, INC.
August 2006 - March 2008 · 1 yr 7 mos
H&r Block Financial Advisors, INC.
July 2003 - June 2005 · 1 yr 11 mos
Rsm Mcgladrey, INC.
July 2002 - July 2003 · 1 yr
H&r Block Financial Advisors, INC.Broker
December 2001 - June 2005 · 3 yrs 6 mos
Morgan Stanley Dw INC.Broker
January 2001 - December 2001 · 11 mos
State Registrations32 states
AZCACODEFLGAHIILINKYMAMDMEMIMNMONCNHNJNYOHOKPARISCSDTNTXUTVAVTWI
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.
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