Eric Mark Behr

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 04/2013 → 04/2022
  Morgan Stanley
  Boca Raton, FL
• 01/2015 → 04/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2022 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL

Previous Registrations

• 2013-04-19 → 2022-04-21
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
• 2005-11-22 → 2013-05-01
  Deutsche Bank Securities Inc.
  Palm Beach, FL
  Palm Beach, FL
• 2003-06-04 → 2005-12-13
  Advest, Inc.
  Boca Raton, FL
• 2003-04-17 → 2003-06-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Springs, FL
• 1993-07-31 → 2003-04-11
  Citigroup Global Markets Inc.
  Coral Springs, FL

Other Businesses

WILDMARE PRODUCTIONS LLC, NOT INV RELATED, PARKLAND, FL, 100% OWNERSHIP WITH SPOUSE, START 8/15/24, 5 HRS PER MONTH, 0 HRS DURING TRADING, WRITE AND HELP PRODUCE MUSIC;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-07
• S63 Uniform Securities Agent State Law Examination
  1986-01-21

Other Names

• Eric M Behr