JH
CFP
JH
CFP
John Hochstrasser
44 Years of Experience
Bonita Springs, FL
1 DisclosureBroker
John Hochstrasser is a CFP-designated registered investment advisor at Morgan Stanley, based in Bonita Springs, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Bonita Springs, FL
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Regulatory History (1)
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Customer Dispute
February 2010Settled
Other Business Activities
John serves on the Board of Governors and as Assistant Treasurer for North Fork Country Club, dedicating minimal time to studying financials and assisting with budgeting. He also acts as an executor for an estate, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
August 1981 - July 1993 · 11 yrs 11 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.