EB
EB

Eric Burke

6 Years of Experience
Palm Desert, CA
Broker

Eric Burke is a registered investment advisor at Morgan Stanley, based in Palm Desert, CA, with 6 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

74199 El Paseo, Suite 201, Palm Desert, CA, 92260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric owns rental property for income purposes since February 2020. This activity is not investment-related and requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 10 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.