Erin Halprin is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 15 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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Regulatory History (1)
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Customer Dispute
June 2022Denied
Other Business Activities
Erin is a board member on the finance committee for Ursuline Academy of Dallas Foundation, Inc. She spends minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLC
February 2014 - May 2022 · 8 yrs 3 mos
J.P. Morgan Securities LLCBroker
March 2013 - May 2022 · 9 yrs 2 mos
J.P. Morgan Securities LLCBroker
September 2009 - July 2012 · 2 yrs 10 mos
State Registrations17 states
ALARAZCACODEILINLAMANCNJNYOKPATXVA
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.