EP
EP

Eric Perczek

2 Years of Experience
Miami, FL
Broker

Eric Perczek is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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

200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131

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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 is the sole proprietor/owner of Perczek Tutoring Solutions, an education business in Miami, Florida, since 2019. He spends minimal time on administrative tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
State Registrations3 states
FLGAMI
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.