EC
EC

Erika Cross

5 Years of Experience
Charlotte, NC
Broker

Erika Cross is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 5 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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

Erika coaches at Charlotte Latin School, a recreational activity. This takes about a quarter of her time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Erika Cross - Financial Advisor | TrueAdvisor