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Rita H Erickson

Morgan Stanley

New York, NY

CRD 7563294

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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 2024-09-20
  • NY RA
    APPROVED
    Since 2024-09-20

Branch Locations

1 New York Plaza Wm Ops, New York, NY 10004 • 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
Morgan Stanley New York NY 07/2022 Present
United Nations Population Fund New York NY 04/2021 06/2022
Shinola Detroit Ann Arbor MI 10/2019 02/2020
Michael Kors Ann Arbor MI 10/2019 12/2019
United Nations Population Fund New York NY 06/2019 08/2019
Michigan State University East Lansing MI 01/2017 05/2019
Michigan Department Of Agriculture And Rural Development Lansing MI 09/2017 05/2018
United Nations Population Fund New York NY 02/2020 04/2021
Michigan State University East Lansing MI 08/2016 12/2016
  • 07/2022 → Present
    New York, NY
  • 04/2021 → 06/2022
    United Nations Population Fund
    New York, NY
  • 10/2019 → 02/2020
    Shinola Detroit
    Ann Arbor, MI
  • 10/2019 → 12/2019
    Michael Kors
    Ann Arbor, MI
  • 06/2019 → 08/2019
    United Nations Population Fund
    New York, NY
  • 01/2017 → 05/2019
    Michigan State University
    East Lansing, MI
  • 09/2017 → 05/2018
    Michigan Department Of Agriculture And Rural Development
    Lansing, MI
  • 02/2020 → 04/2021
    United Nations Population Fund
    New York, NY
  • 08/2016 → 12/2016
    Michigan State University
    East Lansing, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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