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Eric Romeo

Morgan Stanley

New York, NY

CRD 5060410

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-04
  • NY RA
    APPROVED
    Since 2026-03-04

Branch Locations

750 Seventh Avenue, New York, NY 10019 • 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
OrganizationCityStateFromTo
Citigroup Global Markets Inc. New York NY 05/2007 03/2024
Morgan Stanley New York NY 03/2024 Present
Previous Registrations
  • 2007-05-29 → 2024-05-08
    Citigroup Global Markets Inc.
    Long Island City, NY
    New York, NY
    New York, NY
    Jersey City, NJ
    Jersey City, NJ
    New York, NY
    Jersey City, NJ
    Morganville, NJ
    Long Island City, NY
    Tampa, FL
    New York, NY
  • 2006-12-04 → 2007-05-29
    Citicorp Investment Services
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-07
  • S66 Uniform Combined State Law Examination
    2005-12-07

View on SEC IAPD

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