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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

ERIC JASON LEVY

Advisor at MORGAN STANLEY

Plantation, FL

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Search this name across graphsid dfx:ria:d100fc80-3475-adb4-b802-6df3d75a2b22

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 9, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 6, 2003
First registration: May 9, 2003
Dual registered: yes, broker-dealer
Other names: ERIC LEVY|ERIC JASON LEVY|ERIC J. JASON LEVY
IAPD individual key: 4631273

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Mar 18, 2022	n/a	yes	Plantation, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 7, 2010	Mar 29, 2022	no	FT. LAUDERDALE, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 6, 2010	no	PLANTATION, FL\|Plantation, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	FT. LAUDERDALE, FL\|PLANTATION, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	May 9, 2003	Apr 2, 2007	no	FT. LAUDERDALE, FL\|FT.LAUDERDAL, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Mar 29, 2022	Mar 18, 2022	-11	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Oct 6, 2010	Oct 7, 2010	1	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:149777:FL:2022-03-29	Mar 29, 2022	Mar 18, 2022	FT LAUDERDALE, FL	Firm change

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 6, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 7, 2010 to Mar 29, 2022factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
May 9, 2003 to Apr 2, 2007factForm ADV

Dated events

Occurred
Mar 29, 2022
Advisor changed firm
Eric Jason Levy left Ubs Financial Services Inc. for Morgan Stanley (registered 2022-03-18)
Form ADVobserved 3 days ago