Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Eric Chen
Financial advisor at Corient
Eric Chen has worked in the financial industry for 7 years and is a financial advisor based in New York, New York. Eric has been with Corient since 2022; before that, Eric spent four years at Regentatlantic and less than a year at Creative Planning. Eric holds the CFP® designation.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office101 Park Ave Suite 3100, New York, NY 10178
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowCorientCurrent firm
- 2019 – 2023RegentatlanticPreviously
- Apr 2019 – Jul 2019Creative PlanningPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 Corient at (305) 735-2020 and ask for Eric Chen. Eric works from the New York, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Eric hold?
No exams are listed on the official record.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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