Eric Abbott is a registered investment advisor at Morgan Stanley, based in Venice, FL, 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
333 South Tamiami Trail, Suite 199, Venice, FL, 34285
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2016Denied
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 · 6 yrs 7 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
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 Registrations31 states
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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.