Eric Werner is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, 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
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
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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
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
December 2014 - July 2019 · 4 yrs 7 mos
UBS Financial Services INC.Broker
November 2014 - July 2019 · 4 yrs 8 mos
J.P. Morgan Securities LLCBroker
March 2012 - March 2014 · 2 yrs
State Registrations20 states
CAFLGAIDILKYMAMENCNJNVNYOHPASCSDTNTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.