Eric L Christofferson

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

• 12/2012 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 08/2017 → 10/2019
  Ubs Financial Services Inc.
  Lake Oswego, OR
• 10/2019 → Present
  Morgan Stanley Smith Barney Llc
  Portland, OR

Previous Registrations

• 2017-09-01 → 2019-10-23
  Ubs Financial Services Inc.
  Lake Oswego, OR
  Weehawken, NJ
• 2013-01-03 → 2017-08-04
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Salem, OR
  Salem, OR
• 2012-08-24 → 2013-01-03
  Northwestern Mutual Investment Services, Llc
  Portland, OR

Other Businesses

*636587- Cascade Ski Club & Lodge; Investment related-No; Government Camp, Oregon; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 2; Administrative, Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2012-07-29

Other Names

• Eric Lee Christofferson
• Eric Christofferson