Erin Crowe is a registered investment advisor at Morgan Stanley, based in Middleton, WI, 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
8215 Greenway Boulevard, 4th Floor, Middleton, WI, 53562
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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 Stanley
June 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
BMO Harris Financial Advisors, INC
June 2014 - June 2017 · 3 yrs
BMO Harris Financial Advisors, INC.Broker
June 2014 - June 2017 · 3 yrs
LPL Financial LLCBroker
March 2011 - June 2014 · 3 yrs 3 mos
LPL Financial LLC
March 2011 - June 2014 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
July 2006 - March 2011 · 4 yrs 8 mos
Ameriprise Financial Services, INC.Broker
July 2006 - March 2011 · 4 yrs 8 mos
Ameriprise Financial Services, INC.Broker
August 2005 - January 2006 · 5 mos
Ids Life Insurance CompanyBroker
August 2005 - January 2006 · 5 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAIAIDILINKYMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.