ER
CFA
ER
CFA

Erica Ruge

6 Years of Experience
Greenwood Village, CO

Erica Ruge is a CFA-designated registered investment advisor at Morgan Stanley Institutional Investment Advisors LLC, based in Greenwood Village, CO, with 6 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $8.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
IM Fee
Planning only
Assets Under Management
$8.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO, 80111

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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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Employment History
Current Registrations
Previous Registrations
Cook Street Consulting, INC.
January 2023 - July 2024 · 1 yr 6 mos
PNC Capital Markets LLCBroker
October 2019 - December 2022 · 3 yrs 2 mos
State Registrations2 states
COTX
Advisor

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.