Erin Burke

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

• 06/2009 → Present
  Morgan Stanley
  Oxnard, CA
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-10-30 → 2009-06-01
  Morgan Stanley & Co. Llc
  Oxnard, CA

Other Businesses

*516734 - POA; Investment related: Yes; Ventura, California; POA; POA; 06/2021; During business hours: 0; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27
• S63 Uniform Securities Agent State Law Examination
  1999-12-28

Other Names

• Erin Ann Burke
• Erin Ann Burke
• Erin Benson
• Erin Benson
• Erin Burke
• Erin Ann Burke
• Erin Ann Benson