Eric S Townsend

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

• 08/2013 → 10/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2013 → 10/2016
  Bank Of America, N.A.
  Chicago, IL
• 11/2017 → Present
  Morgan Stanley
  Des Moines, IA
• 11/2017 → Present
  Morgan Stanley Private Bank, N.A.
  Des Moines, IA
• 10/2016 → 10/2017
  Unemployed
  Naperville, IL

Previous Registrations

• 2013-08-29 → 2016-11-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2011-10-10 → 2012-08-28
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2010-03-25 → 2011-03-31
  Chase Investment Services Corp.
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2005-09-22 → 2009-04-28
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX
• 2003-03-19 → 2005-05-04
  Strategic Advisers Llc
  Plano, TX
• 2001-02-13 → 2003-02-28
  Momentum Independent Network Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1993-11-26

Other Names

• Eric S Townsend
• Eric Townsend
• Eric Solomon Townsend