Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
42yrs
Eric Theoret has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Pittsburgh, Pennsylvania. Eric has been with Morgan Stanley since 2009; before that, Eric spent less than a year at Morgan Stanley & Co.. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience42 years (since 1985)
How that compares ?Top 3% by experience nationwide
OfficeOne PPG Place Suite1300, Pittsburgh, PA 15222
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- Dec 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Eric
One PPG Place Suite1300Pittsburgh, PA 15222Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Morgan Stanley at (914) 225-5510 and ask for Eric Theoret. Eric works from the Pittsburgh, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1985, about 42 years. Top 3% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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