Eban Barnett is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 24 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2018 - Present · 7 yrs 8 mos
Morgan Stanley
November 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2005 - November 2018 · 13 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2005 - November 2018 · 13 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2002 - January 2005 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - January 2005 · 2 yrs 3 mos
UBS Painewebber INC.
August 2001 - October 2002 · 1 yr 2 mos
UBS Painewebber INC.Broker
August 2001 - October 2002 · 1 yr 2 mos
State Registrations35 states
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Exams
No exam information available for this advisor.