MH
MH

Michael Hack

41 Years of Experience
San Jose, CA
3 DisclosuresBroker

Michael Hack is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 41 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

225 West Santa Clara Street, Suite 900, San Jose, CA, 95113

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History

Regulatory History (3)
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Customer Dispute
January 2023
Denied
Customer Dispute
February 2002
Denied
Customer Dispute
May 2001
Denied
Other Business Activities

Michael is the sole proprietor/owner of Hack Family Orchard, an agricultural business in Los Gatos, California. He spends minimal time during business hours and about 10-20% of his time after business hours on this investment-related activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2006 - April 2007 · 1 yr
Morgan Stanley
April 2006 - April 2007 · 1 yr
UBS Financial Services INC.
July 1997 - May 2006 · 8 yrs 10 mos
UBS Financial Services INC.Broker
January 1995 - May 2006 · 11 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1989 - January 1995 · 5 yrs 4 mos
Shearson Lehman Hutton INC.Broker
May 1984 - October 1989 · 5 yrs 5 mos
State Registrations24 states
ALAZCACODCFLGAHIIDINLAMAMIMNMONVNYOKORTNTXUTVAWA
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.