ChooseAFinancialAdvisor.com
Advisors / New York / Brooklyn
29yrs

Eric White

Financial advisor at Morgan Stanley

Eric White is a fiduciary financial advisor in Brooklyn, New York, with 29 years in the industry. Eric joined Morgan Stanley in 2009, after three years 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 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.

Brooklyn, NYTop 16% by experience in BrooklynFiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 16% by experience in Brooklyn
OfficeBrooklyn, NY
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2009 – now
    Morgan StanleyCurrent firm
  2. 2005 – 2009
    Morgan Stanley & Co. LLCPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Morgan Stanley at (914) 225-5510 and ask for Eric White. Eric works from the Brooklyn, NY office.

How long has Eric been a financial advisor?

Eric has been in the industry since 1997, about 29 years. Top 16% by experience in Brooklyn.

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.

Other advisors nearby

B. Riley Wealth Advisors
43yrs
Yitzchok Goodman
Financial advisor
Brooklyn, NY
Top advisor by experience in Brooklyn
Fiduciary
Call Directions
Osaic Wealth
42yrs
William Hellmers
Financial advisor
8754 Bay 16th Street
Brooklyn, NY 11214
Top 1% by experience in Brooklyn
Fiduciary
Call Directions
Cobblestone Wealth Advisors
42yrs
Ronald Palastro
Financial advisor
8119 - 7th Avenue
Brooklyn, NY 11228
Top 1% by experience in Brooklyn
CFP®ChFCFiduciary
Call Directions
Park Avenue Securities
41yrs
Robert Schrier
Financial advisor
Brooklyn, NY
Top 1% by experience in Brooklyn
ChFCFiduciary
Call Directions
LPL Financial
40yrs
Joseph Cosenza
Financial advisor
265 86th St
Brooklyn, NY 11209
Top 1% by experience in Brooklyn
PlanningInvesting
Call Directions

See all advisors near Brooklyn