Erik Gundlach, financial advisor Washington DC
90 score

Erik Gundlach

CRD Number: 5536766
Current Firm: Morgan Stanley

Erik Gundlach (CRD# 5536766) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Washington, DC Apr 2013 - Current 3
Pnc Investments Pittsburgh, PA Dec 2012 - Jan 2013 < 1
Pnc Bank Pittsburgh, PA Dec 2012 - Dec 2012 < 1
Morgan Stanley Smith Barney Annapolis, MD Jun 2011 - Dec 2012 1
Virginia Tech Blacksburg, VA Jul 2007 - May 2011 3
Backstreets On Main Blacksburg, VA Jun 2009 - Feb 2011 1
Djr Blacksburg, VA May 2009 - Jul 2009 < 1
Merrill Lynch Annapolis, MD May 2008 - Jul 2008 < 1
Blue Heron Cafe Chestertown, MD Aug 2006 - Jul 2007 < 1
Kent County Public Schools Chestertown, MD Sep 2000 - Jul 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Erik D. Gundlach
Phone Number: 914-225-5510
Registered State(s):
  • DC
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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