EP
EP

Erick Perez

13 Years of Experience
Chicago, IL
Broker

Erick Perez is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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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Other Business Activities

Erick owns a condominium in Chicago, Illinois, which he rents out as a real estate investment. He spends minimal time on property management after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2013 - Present · 13 yrs 2 mos
Morgan StanleyBroker
November 2012 - Present · 13 yrs 6 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Erick Perez - Financial Advisor | TrueAdvisor