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Erica Lupinacci

17 Years of Experience
Melville, NY
Broker

Erica Lupinacci is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 17 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

58 South Service Road, Suite 400, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Erica is a sole proprietor and owner of a spiritual healing business since April 2019, working as an energy healer and clairvoyant reader. She dedicates minimal time to this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 2008 - June 2009 · 11 mos
State Registrations29 states
ALAZCACOCTDCDEFLGAILLAMAMDMINCNHNJNVNYOKORPARISCSDTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.