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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-18
TX RA APPROVED_RES 2025-01-07
FL RA APPROVED 2009-07-29
  • IL RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED_RES
    Since 2025-01-07
  • FL RA
    APPROVED
    Since 2009-07-29

Branch Locations

Northbrook, IL • United States

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States

Boca Raton, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Plantation FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Plantation, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1-HERSH FAMILY PROPERTIES LLC; MANAGER; REAL ESTATE HOLDING COMPANY; LAS OLAS WAY, FT LAUDERDALE, FL; NO TIME IS DEVOTED PER WEEK DURING TRADING AND NON TRADING HOURS *49602- Hersh Family Holdingsk LLC; Investment related -Yes; Boca Raton, Florida; Family Holding Company; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2009; During business hours: 0; After business hours: 0; *505039 - Trust; Investment related: Yes; Boca Raton, Florida; Trust; Trustee/Co-Trustee; 09/1995; During business hours: 0; After business hours: 1; *505032 - Trust; Investment related: Yes; Boca Raton, Florida; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 0; After business hours: 1; *505033- Trust; Investment related-Yes; Boynton Beach, Florida; 06/1996; During business hours: 0; After business hours: 1 *598529 - Hersh Family Holdings LLC; Investment Related - Yes; Boca Raton, Florida; Investment/Finance/Banking; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-05
S63 Uniform Securities Agent State Law Examination 1990-12-14
  • S65 Uniform Investment Adviser Law Examination
    1992-11-05
  • S63 Uniform Securities Agent State Law Examination
    1990-12-14
Other Names
  • Eric Murray Herscovitch

View on SEC IAPD

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