Eric Smith is a CFP-designated registered investment advisor at Morgan Stanley, based in Huntsville, UT, with 14 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Huntsville, UT
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Regulatory History
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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Eric serves on the advisory board for the Natural History Museum of Utah, focusing on business development and growth. He spends minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations20 states
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