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Eric Demarcus
20 Years of Experience
San Francisco, CA
3 DisclosuresBroker
Eric Demarcus is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 20 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
555 California Street, 35th Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2015Denied
Customer Dispute
February 2013Settled
Customer Dispute
February 2009Denied
Other Business Activities
Eric operates Silicon Valley Private Wealth as a DBA for his LPL business and is co-owner of Santana Row Luxury Automotive LLC, dedicating minimal time to the latter. He also owns Uniqorn Capital LLC, a private investment entity, and spends minimal time on it.
Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 10 mos
Morgan Stanley
September 2025 - Present · 10 mos
Previous Registrations
Citigroup Global Markets INC.
June 2017 - September 2025 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2017 - September 2025 · 8 yrs 3 mos
LPL Financial LLC
September 2016 - June 2017 · 9 mos
LPL Financial LLCBroker
September 2016 - June 2017 · 9 mos
Wells Fargo Advisors, LLC
January 2014 - August 2016 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
April 2011 - December 2013 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
April 2011 - August 2016 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2011 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2011 · 1 yr 6 mos
Banc of America Investment Services, INC.
November 2007 - October 2009 · 1 yr 11 mos
Banc of America Investment Services, INC.Broker
November 2007 - October 2009 · 1 yr 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley & CO., Incorporated
April 2007 - November 2007 · 7 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
American Express Financial Advisors, INC.
November 2004 - March 2005 · 4 mos
American Express Financial Advisors INC.Broker
November 2004 - March 2005 · 4 mos
Ids Life Insurance CompanyBroker
November 2004 - March 2005 · 4 mos
State Registrations12 states
CAFLINLAMTNCNENVNYORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.