Eric A Medrano
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 StanleyAug 2024 to now
- Alameda County Social ServicesFeb 2024 to now
- Lake Royal ApartmentsJan 2020 to now
- J.P. Morgan Securities LLCSep 2023 to Nov 2023
- First Republic Securities Company, LLCMar 2023 to Jul 2023
- First Republic Investment Management, Inc.May 2022 to Jul 2023
- Multiplier - Project EquityAug 2018 to May 2022
- Coro Northern CaliforniaAug 2018 to May 2019
- Leaderspring CenterOct 2017 to Aug 2018
- Jeetaw ManufacturingJun 2017 to Sep 2017
- Associated Students, San Jose State UniversityJul 2016 to May 2017
- California Faculty AssociationMay 2015 to May 2017
- San Jose State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7709286
- Firm CRD
- 149777