EF
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Erin Fox

16 Years of Experience
Mclean, VA
Broker

Erin Fox is a registered investment advisor at Morgan Stanley, based in Mclean, VA, with 16 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

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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History

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.

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Other Business Activities

Erin owns rental real estate property since 2009. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
August 2015 - Present · 10 yrs 11 mos
Morgan Stanley
August 2015 - Present · 10 yrs 11 mos
Previous Registrations
Invest Financial Corporation
October 2014 - November 2014 · 1 mo
Invest Financial CorporationBroker
December 2010 - November 2014 · 3 yrs 11 mos
Wachovia Securities, LLCBroker
February 2007 - March 2009 · 2 yrs 1 mo
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMOMSNCNDNENJNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Erin Fox - Financial Advisor | TrueAdvisor