Eric Werner is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 13 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
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
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Regulatory History (1)
Judgment / Lien
August 2018Other Business Activities
Eric serves as a trustee for a trust in Lake Forest, Illinois since 1994, dedicating minimal time. He also holds power of attorney in Boca Raton, Florida since 2015, spending minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations21 states
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
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