Eric R Perczek

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

• 06/2023 → Present
  Morgan Stanley
  Miami, FL
• 05/2019 → Present
  Perczek Tutoring Solutions
  Miami, FL
• 01/2022 → 12/2022
  Morgan Stanley
  Miami, FL
• 06/2019 → 08/2019
  Kispoint Llc
  Miami, FL
• 08/2015 → 05/2019
  Nsu University School
  Davie, FL
• 08/2019 → 12/2022
  Florida International University
  Miami, FL

Other Businesses

*563193 - Perczek Tutoring Solutions; Investment related -Yes; Miami, Florida; Education; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 0; After business hours: 4; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2023-10-12