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Erick De la cruz

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyNov 2025 to now
  2. Exmoor Country ClubMay 2025 to Oct 2025
  3. Unemployed - StudentFeb 2025 to May 2025
  4. Coro Enterprises LLC the Red LionAug 2024 to Feb 2025
  5. Alley CompanyJun 2024 to Aug 2024
  6. Coro Enterprises LLC the Red LionAug 2023 to May 2024
  7. Alter DomusJun 2023 to Aug 2023
  8. Coro Enterprises LLC the Red LionAug 2022 to May 2023
  9. Exmoor Country ClubMay 2022 to Aug 2022
  10. Unemployed - StudentAug 2021 to May 2022
  11. Exmoor Country ClubMay 2021 to Aug 2021
  12. Target CorporationApr 2020 to Jun 2020
  13. Martins Landscaping LLCApr 2019 to May 2021
  14. Unemployed - StudentAug 2015 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
8179724
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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