Eric Ryan Beachy

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → Present
  Sarasota Health And Financial Services, Inc.
  Sarasota, FL
• 11/2000 → Present
  First Baptist Church Of Sarasota
  Sarasota, FL
• 02/2006 → Present
  E*Trade Securities Llc
  Temple Terrace, FL
• 04/2009 → Present
  E*Trade Capital Management Llc
  Temple Terrace, FL
• 03/2023 → Present
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → Present
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → Present
  Morgan Stanley
  Temple Terrace, FL

Previous Registrations

• 2009-05-19 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Tampa, FL
  Tampa, FL
  Temple Terrace, FL

Other Businesses

1. Rental Property 2. Investment Related: No 3. (Personal Address) 4. Rental 5. Landlord 6. 01/26/2018 7. Hours devoted to business: 0 8. Hours devoted during Securities business: 0 9. No duties or responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2009-04-14
• S63 Uniform Securities Agent State Law Examination
  1998-11-10