Erin Carr (CRD# 7224746) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Boston, MA | Feb 2022 - Current | 1 |
| Alps Distributors, Inc. | Denver, CO | Jan 2020 - Feb 2022 | 2 |
| Ddj Capital Management, LLC | Waltham, MA | Jun 2017 - Feb 2022 | 4 |
| Somerset Creamery | Bourne, MA | Apr 2011 - Jun 2018 | 7 |
| Bentley University, Office Of Undergraduate Admissions | Waltham, MA | Sep 2015 - May 2018 | 2 |
| Bentley University | Waltham, MA | Aug 2014 - May 2018 | 3 |
| Gann Academy | Waltham, MA | Nov 2016 - May 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CT
- TX
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Total Assets Under Management1,185,061MILLIONS
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Total Number of Accounts2,233,188ACCOUNTS
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Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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