EF
EF

Eric Forsyth

19 Years of Experience
Tampa, FL
Broker

Eric Forsyth is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 19 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

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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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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Employment History
Current Registrations
Morgan Stanley
April 2011 - Present · 15 yrs 1 mo
Morgan StanleyBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
December 2009 - December 2010 · 1 yr
Wells Fargo Advisors, LLCBroker
December 2009 - December 2010 · 1 yr
Morgan Stanley Smith Barney LLC
June 2009 - August 2009 · 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2006 - January 2007 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - January 2007 · 10 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAHIILMAMDMEMIMNMOMSNCNHNJNMNVNYOHPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eric Forsyth - Financial Advisor | TrueAdvisor