EB
EB

Erin Beavers

10 Years of Experience
Raleigh, NC
Broker

Erin Beavers is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 10 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
Loading...

Location

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Erin is a partner at PrimeTime Motors of Garner, LLC, an automotive/transportation business. She spends a few hours per week on administrative and customer service tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2015 - Present · 10 yrs 5 mos
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
State Registrations36 states
ALAZCACOCTDEFLGAHIIAILKSKYLAMAMDMEMIMNMSNCNDNHNJNYOHORPASCTNTXUTVAWAWIWY
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.
Erin Beavers - Financial Advisor | TrueAdvisor