Erika B Carlson
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleySep 2023 to now
- Massmutual Life Insurance CompanyMay 2023 to Aug 2023
- MML Investors Services LLCMay 2023 to Aug 2023
- Northwestern Mutual Investment Services LLCOct 2022 to May 2023
- State Farm Vp Management CorpMar 2021 to Oct 2022
- Andy Agee State FarmDec 2019 to Oct 2022
- Transitions Retirement Benefit GroupJul 2019 to Dec 2019
- Northwestern Mutual Callaway Black GroupApr 2018 to Jul 2019
- Northwestern Mutual Investment Services LLCJun 2017 to Jul 2019
- Jbi InteriorsApr 2010 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5085927
- Firm CRD
- 149777