Marietta Hesdorffer
Marietta Hesdorffer is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 43 years of industry experience. Marietta is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
June 1991Other Business Activities
Marietta is involved with several trusts, some investment-related, established in October 2020. She also has a successor role in another trust starting in 2050, and these activities require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations31 states
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
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