AeroLeads people directory · profile

Eric Roth Email & Phone Number

Managing Director | Wealth Management | Financial Advisor | Financial Planning Specialist with The Roth Group at Morgan Stanley at Morgan Stanley
Location: New York City Metropolitan Area, United States 3 work roles 1 school
1 work email found @smithbarney.com 3 phones found area 713 and 914 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email e****@smithbarney.com
Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Managing Director | Wealth Management | Financial Advisor | Financial Planning Specialist with The Roth Group at Morgan Stanley
Location
New York City Metropolitan Area, United States

Who is Eric Roth? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Eric Roth is listed as Managing Director | Wealth Management | Financial Advisor | Financial Planning Specialist with The Roth Group at Morgan Stanley at Morgan Stanley, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at smithbarney.com, phone signal with area code 713, 914, and a matched LinkedIn profile for Eric Roth.

Eric Roth previously worked as Managing Director- Wealth Management Financial Advisor at Morgan Stanley and Vice President- Wealth Management at Oppenheimer & Co.. Eric Roth holds Ba, Communications from University Of Rhode Island.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Eric Roth's masked contact details.

eroth@smithbarney.com
76% confidence

AeroLeads found 1 current-domain work email signal for Eric Roth. Compare company email patterns before reaching out.

Profile bio

About Eric Roth

My passion as the founding member of the Roth Group at Morgan Stanley stems from my desire to seek to build lasting relationships with clients and assist them in building and preserving capital through financial planning. Our team mission, as your dedicated Financial Advisor, is to seek to simplify the complex and help bring understanding and guidance to financial decisions. This can help clients build confidence, clarity and focus on their families and legacies. In our journey together we work to prioritize communication, transparency, and service. These are the key driving principles we focus on as we help deliver personalized financial planning. We listen to what clients have to say, educating them on their options, and always aiming to meet and seeking to exceed their expectations. Along the way our team will strive to leverage our experience and education to help continually adjust the planning process to an ever-evolving market dynamic and life’s circumstances. We are committed to a consultative approach. We assist and service many diverse clients. However, we focus on assisting corporate executives with benefits and equity compensation. We employ our depth of knowledge across multiple financial disciplines to help clients on their financial journey. I personally pride myself on our ability not only to work with our clients but also our focus on working with their heirs to help ensure wealth is managed generationally.We welcome the opportunity to speak further and see if working together makes sense. You can reach me by email (Eric.S.Roth@morganstanley.com) or by phone (212-878-3922).Professional Highlights:Eric Roth has been named to the Firm’s prestigious President’s Club from 2006-2016 and from 2018-2024, an elite group composed of the Firm’s top Financial Advisors. He was named to the Firm’s Chairman's Club in 2017. He has Additionally, Eric has been recognized as one of Forbes' Best-in-State Financial Advisors in New York from 2019-2024.2019-2024 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (Awarded 2019-2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.htmlNMLS#: 1278928CA Insurance License #: 0F91255AR Insurance License #: 1962843

Current workplace

Eric Roth's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Managing Director | Wealth Management | Financial Advisor | Financial Planning Specialist with The Roth Group at Morgan Stanley
3 roles

Eric Roth work experience

A career timeline built from the work history available for this profile.

Managing Director- Wealth Management Financial Advisor

Current
Morgan Stanley

New York, Ny

© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-roth-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.NMLS#: 1278928

Oct 2003 - Present

Vice President- Wealth Management

Oppenheimer & Co.

Financial Advisor to corporate executives and high net worth individuals.

Sep 1998 - Sep 2003

Financial Advisor

Jun 1989 - Sep 1998
1 education record

Eric Roth education

FAQ

Frequently asked questions about Eric Roth

Quick answers generated from the profile data available on this page.

What company does Eric Roth work for?

Eric Roth works for Morgan Stanley.

What is Eric Roth's role at Morgan Stanley?

Eric Roth is listed as Managing Director | Wealth Management | Financial Advisor | Financial Planning Specialist with The Roth Group at Morgan Stanley at Morgan Stanley.

What is Eric Roth's email address?

AeroLeads has found 1 work email signal at @smithbarney.com for Eric Roth at Morgan Stanley.

What is Eric Roth's phone number?

AeroLeads has found 3 phone signal(s) with area code 713, 914 for Eric Roth at Morgan Stanley.

Where is Eric Roth based?

Eric Roth is based in New York City Metropolitan Area, United States while working with Morgan Stanley.

What companies has Eric Roth worked for?

Eric Roth has worked for Morgan Stanley, Oppenheimer & Co., and Axa Us.

How can I contact Eric Roth?

You can use AeroLeads to view verified contact signals for Eric Roth at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Eric Roth attend?

Eric Roth holds Ba, Communications from University Of Rhode Island.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Eric Roth you were looking for.

View similar profiles