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Eri Takahashi

13 Years of Experience
Kirkland, WA
Broker

Eri Takahashi is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 13 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

4000 Carillon Point, Suite 600, Kirkland, WA, 98033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eri is a board member for the Hokubei Hochi Foundation, a non-profit organization, since 2020. Eri spends minimal time on business development and growth for the foundation.

Employment History
Current Registrations
Morgan StanleyBroker
August 2018 - Present · 8 yrs 1 mo
Morgan Stanley
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
March 2014 - August 2018 · 4 yrs 5 mos
J.P. Morgan Securities LLCBroker
March 2014 - August 2018 · 4 yrs 5 mos
Unionbanc Investment Services, LLCBroker
November 2011 - January 2013 · 1 yr 2 mos
Unionbanc Investment Services, LLC
November 2011 - January 2013 · 1 yr 2 mos
Waddell & Reed, INC.
May 2009 - January 2010 · 8 mos
Waddell & Reed, INC.Broker
April 2009 - January 2010 · 9 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.