Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
41yrs
Based in Boca Raton, Florida, Eric Behr is a fiduciary financial advisor with 41 years of industry experience. Eric joined Wells Fargo Advisors in 2022, after nine years at Morgan Stanley and seven years at Deutsche Bank Securities. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in Florida
Office1675 N Military Trail Suite 500, Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2022Morgan StanleyPreviously
- 2005 – 2013Deutsche Bank Securities Inc.Previously
- 2003 – 2005Advest, Inc.Previously
- Apr 2003 – Jun 2003MerrillPreviously
- 1993 – 2003Citigroup Global Markets Inc.Previously
Contact Eric
Local office(561) 368-3100Ask for Eric. (314) 875-3000Main office · St. Louis, MO 1675 N Military Trail Suite 500Boca Raton, FL 33486Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (561) 368-3100 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Behr.
How long has Eric been a financial advisor?
Eric has been in the industry since 1986, about 41 years. Top 3% by experience in Florida.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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