EJ
EJ

Erica Johnson

7 Years of Experience
Troy, MI
Broker

Erica Johnson 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

Erica serves as a trustee/co-trustee for a trust in Farmington Hills, Michigan, since March 2020. This investment-related activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Citizens Securities, INC.Broker
April 2018 - December 2020 · 2 yrs 8 mos
State Registrations46 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.
Erica Johnson - Financial Advisor | TrueAdvisor