JH
JH
Jeffrey Hoppie
40 Years of Experience
Birmingham, MI
2 DisclosuresBroker
Jeffrey Hoppie is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 40 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
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2009Settled
Customer Dispute
July 2002Closed-No Action
Other Business Activities
Jeffrey owns rental property in Mancelona, MI, since 2011. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1998 - April 2008 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - April 2008 · 9 yrs 8 mos
Prudential Securities IncorporatedBroker
May 1996 - August 1998 · 2 yrs 3 mos
Smith Barney INC.Broker
July 1993 - June 1996 · 2 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
April 1987 - February 1988 · 10 mos
Dean Witter Reynolds INC.Broker
December 1985 - April 1987 · 1 yr 4 mos
State Registrations33 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.