Eric Chan is a registered investment advisor, based in Stamford, CT, with 9 years of industry experience.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
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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 →Employment History
Current Registrations
Newedge Securities, LLCBroker
October 2025 - Present · 7 mos
New Edge Wealth
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
January 2023 - October 2025 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2023 - October 2025 · 2 yrs 9 mos
Morgan Stanley
May 2018 - February 2023 · 4 yrs 9 mos
Morgan StanleyBroker
May 2018 - February 2023 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - April 2018 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - April 2018 · 2 yrs 1 mo
State Registrations26 states
AZCACTDCDEFLILLAMAMDMEMINCNJNVNYOHPARITNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.