Eric Victor Espino

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

• 03/2020 → Present
  Morgan Stanley
  Los Angeles, CA
• 04/2018 → 02/2020
  Pfm Financial Advisors Llc
  Los Angeles, CA
• 05/2017 → 03/2018
  Unemployed
  Alameda, CA
• 07/2016 → 04/2017
  Tourmega (Technology Startup)
  Mountain View, CA
• 10/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

Rental property (no official name) I am sole owner of rental property (condo) and property has a long term tenant. Address: 460 S Spring St #511, Los Angeles, CA 90013 I purchased the unit in December 2012 and lived in the unit until December 2016 and began renting in January 2016. On average, I dedicate about 4 hours per month to ownership and management of the business, all of which is conducted outside of business/trading hours. Duties include collecting rent (digitally), paying for utilities, and responding to inquiries and messages from tenant as they arise.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-14