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Advisors / California / San Francisco
22yrs

Eric Demarcus

Financial advisor at Morgan Stanley

Eric Demarcus has worked in the financial industry for 22 years and is a fiduciary financial advisor based in San Francisco, California. After eight years at Citigroup Global Markets and a year at LPL Financial, Eric joined Morgan Stanley in 2025, 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.

San Francisco, CA 94104Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors in San Francisco
Office555 California Street 35th Floor, San Francisco, CA 94104
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

  1. Sep 2025 – now
    Morgan StanleyCurrent firm
  2. 2017 – 2025
  3. Sep 2016 – Jun 2017
  4. 2011 – 2016
  5. Oct 2009 – Apr 2011
    MerrillPreviously
  6. Nov 2007 – Oct 2009
    Banc of America Investment Services, Inc.Previously
  7. Apr 2007 – Nov 2007
    Morgan Stanley & Co. LLCPreviously
  8. Jun 2005 – Apr 2007
    Morgan Stanley DW Inc.Previously
Earlier career (1 more)
  1. Nov 2004 – Mar 2005

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Morgan Stanley at (914) 225-5510 and ask for Eric Demarcus. Eric works from the San Francisco, CA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2004, about 22 years. More experience than 67% of advisors in San Francisco.

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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