Eric Boos
Advisor at Morgan Stanley
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Greer, AZ
Credentials
Series 63, Series 65, Series 66
Industry experience
37 years
About
Eric Boos is a financial advisor with Morgan Stanley in Greer, AZ, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has involvement in real estate ownership in Tucson, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning processes supported by firm-approved tools and modeling techniques.
Client services
Based on Morgan Stanley
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Asset allocation advice
Fee options
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Location
Greer, AZ
Most active in
Eric B has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Work history
Morgan Stanley Private Bank, National Association
2015 - Present (11 years)
Morgan Stanley Smith Barney
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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