LPL Financial
47yrs
Top advisor by experience in Venice
26yrs
Eric Abbott has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Venice, Florida. After six years at J.P. Morgan Securities and three years at Strategic Advisers, Eric joined Morgan Stanley in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 153 advisors with offices in Venice, and one of 140 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors nationwide
Office333 South Tamiami Trail Suite 199, Venice, FL 34285
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2013 – 2019J.P. Morgan Securities LLCPreviously
- 2010 – 2013Strategic Advisers LLCPreviously
- Sep 2008 – Mar 2010MerrillPreviously
- Aug 2006 – Mar 2008Fifth Third Securities, Inc.Previously
- Jul 2003 – Jun 2005Ameriprise Advisor Services, Inc.Previously
- Jul 2002 – Jul 2003Choreo, LLCPreviously
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 Abbott. Eric works from the Venice, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Eric hold?
Series 66. 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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