EW
EW

Eric Weisgerber

7 Years of Experience
Troy, MI
Broker

Eric Weisgerber is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 7 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

101 West Big Beaver Road, Suite 1200, Troy, MI, 48084

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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.

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Other Business Activities

Eric is a sole proprietor/owner of an eBay retail/online store since 2022, dedicating minimal time outside business hours to sales/marketing. He also works as an assistant high school baseball coach, spending about a quarter of his time after business hours on this activity.

Employment History
Current Registrations
Morgan Stanley
September 2019 - Present · 6 yrs 8 mos
Morgan StanleyBroker
May 2019 - Present · 7 yrs
Previous Registrations
Prudential Annuities Distributors, INCBroker
June 2018 - March 2019 · 9 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eric Weisgerber - Financial Advisor | TrueAdvisor