EW
CFP
EW
CFP
Eric Wagner
10 Years of Experience
Charlottesville, VA
1 DisclosureBroker
Eric Wagner is a CFP-designated registered investment advisor at Morgan Stanley, based in Charlottesville, VA, 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
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Location
120 Garrett Street, Suite 301, Charlottesville, VA, 22902
Get directionsHistory
Regulatory History (1)
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Criminal
April 2006Final Disposition
Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - July 2023 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - July 2023 · 7 yrs 7 mos
State Registrations33 states
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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.