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Emily Ann Eichenberg

Morgan Stanley

Grand Rapids, MI

Grand Rapids, MI

CRD 3189350

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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
TX RA APPROVED_RES 2012-03-19
MI RA APPROVED 2010-05-26
  • TX RA
    APPROVED_RES
    Since 2012-03-19
  • MI RA
    APPROVED
    Since 2010-05-26

Branch Locations

Grand Rapids, MI • United States

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • 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 Grand Rapids MI 03/2010 Present
Previous Registrations
  • 2008-10-01 → 2010-04-07
    J.P. Morgan Securities Llc
    Grand Rapids, MI
  • 2006-09-27 → 2008-10-01
    J.P. Morgan Securities Inc.
    Grand Rapids, MI
  • 2004-10-15 → 2006-09-27
    Banc One Securities Corporation
    Grand Rapids, MI
    Chicago, IL
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-08
S63 Uniform Securities Agent State Law Examination 1999-07-22
  • S66 Uniform Combined State Law Examination
    2003-09-08
  • S63 Uniform Securities Agent State Law Examination
    1999-07-22

View on SEC IAPD

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