Erika C Lamarque

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-08-22
TX	RA	APPROVED_RES	2023-05-31
GA	RA	APPROVED	2021-01-29

NC RA
APPROVED

Since 2024-08-22
TX RA
APPROVED_RES

Since 2023-05-31
GA RA
APPROVED

Since 2021-01-29

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
E*Trade Securities Llc	Alpharetta	GA	09/2019	12/2019
Montessori At Vickery	Cumming	GA	05/2014	08/2019
E*Trade Securities Llc	Alpharetta	GA	12/2019	04/2020
Morgan Stanley Smith Barney Llc	Charlotte	NC	04/2020	Present

09/2019 → 12/2019

E*Trade Securities Llc

Alpharetta, GA
05/2014 → 08/2019

Montessori At Vickery

Cumming, GA
12/2019 → 04/2020

E*Trade Securities Llc

Alpharetta, GA
04/2020 → Present

Morgan Stanley Smith Barney Llc

Charlotte, NC

Other Businesses

*624598- Charlotte Latin School; Investment related: No; Charlotte, North Carolina; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 40; Coaching

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-28

S66 Uniform Combined State Law Examination

2021-01-28

Other Names

Erika Cross
Erika Marcella Cross

View on SEC IAPD