EC
EC

Eric Christofferson

13 Years of Experience
Portland, OR
Broker

Eric Christofferson is a registered investment advisor at Morgan Stanley, based in Portland, OR, 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

760 South West 9th Avenue, Suite 2100, Portland, OR, 97205

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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

Eric is a ski coach for Multnomah Athletic Club Ski and Snowboard since 2019. He is also a board member for Cascade Ski Club & Lodge since May 2025, spending minimal time on administrative tasks.

Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
September 2017 - October 2019 · 2 yrs 1 mo
UBS Financial Services INC.Broker
September 2017 - October 2019 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2013 - August 2017 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2013 - August 2017 · 4 yrs 7 mos
Northwestern Mutual Investment Services,llc
August 2012 - January 2013 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
April 2012 - January 2013 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.