EH
EH
Erik Hanson is a registered investment advisor at Morgan Stanley, based in Santa Cruz, CA, 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
6004 La Madrona Drive, Santa Cruz, CA, 95060
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Regulatory History (1)
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Customer Dispute
July 2022Settled
Other Business Activities
Erik is an advisory board member for Music in May, a local classical music production charity. This activity is not investment-related and takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2002 - April 2007 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.