OH
OH
Oscar Hernandez
42 Years of Experience
Mandeville, LA
1 DisclosureBroker
Oscar Hernandez is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, with 42 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
1261 West Causeway Approach, Mandeville, LA, 70471
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Regulatory History (1)
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Customer Dispute
August 2005Denied
Other Business Activities
Oscar is a commissioner for St. Tammany Corp since 2019, dedicating minimal time. He is also a finance committee member for the same corporation, spending minimal time helping with the budget and reviewing financial statements.
Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2013 - April 2021 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2013 - April 2021 · 8 yrs 2 mos
Morgan Stanley
November 2010 - March 2013 · 2 yrs 4 mos
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1988 - February 2006 · 17 yrs 4 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
January 1988 - October 1988 · 9 mos
Drexel Burnham Lambert IncorporatedBroker
June 1983 - January 1988 · 4 yrs 7 mos
State Registrations40 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.