Erica
Lamountain
Morgan Stanley
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About this Advisor
Erica Lamountain is a financial advisor based in San Diego, California, working with Morgan Stanley. Erica has previously held positions at Ameriprise Financial, Thomas Dudley, Thomas Smith, Andrew Cook, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, James E Whistler, David W Mc Quade, Morgan Stanley Smith Barney LLC, and Lpl Financial, LLC. Erica has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Erica is part of Morgan Stanley, which operates out of San Diego, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Erica Lamountain Work History
Morgan Stanley Smith Barney LLC
Lpl Financial, LLC
Thomas Dudley
Thomas Smith
Andrew Cook
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
James E Whistler
David W Mc Quade
Ameriprise Financial
Disclosures
Please visit the SEC profile of Erica Lamountain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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