EA
EA

Erin Anderson

2 Years of Experience
Mount Laurel, NJ
Broker

Erin Anderson is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 2 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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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
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIDILINLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHORPARISCTNTXUTVAVTWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Erin Anderson - Financial Advisor | TrueAdvisor