Eric Bennett Morson

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

FAMILY TAX ADVANTAGE, STAMFORD,CT, TAX ADVISOR AND PREPARER, NOV 2002; EASY E KARAOKE, STAMFORD,CT, KARAOKE AND DJ, JAN 1993; STAMFORD DEMOCRATIC CITY COMMITTEE, STAMFORD,CT, COMMITTEE MEMBER, JAN 2014City of Stamford Board of Representatives, 888 Washington Blvd, Stamfor, CT 06901, Running for Representative - 13th District position, 6/1/17, Governmental duties, 10 hrs per moStamford Emergency Medical Services (SEMS) member, Board of Directors, Stamford, CT, started 4/24/2018, an adjunct to OBA Gonvernmental activity (Stampford Board of Representatives) serve Governace Committe which reviews by-laws and operating rules. Attend 5 one hr meetings per year; University of Connecticut Alumni Band Association, Vice Chair, Board of Directors, 1/hr month $0 annual comp

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-18
• S63 Uniform Securities Agent State Law Examination
  1993-07-29