TH
TH
Theodore Hart
38 Years of Experience
Delray Beach, FL
1 DisclosureBroker
Theodore Hart is a registered investment advisor at Morgan Stanley, based in Delray Beach, FL, with 38 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
Delray Beach, FL
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Regulatory History (1)
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Customer Dispute
January 2018Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2007 - June 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO., Incorporated
April 2007 - July 2007 · 3 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - July 2007 · 3 mos
Morgan Stanley
June 1997 - April 2007 · 9 yrs 10 mos
Morgan Stanley Dw INC.Broker
May 1989 - April 2007 · 17 yrs 11 mos
Shearson Lehman Hutton INC.Broker
January 1989 - June 1989 · 5 mos
Isfa CorporationBroker
December 1987 - December 1988 · 1 yr
State Registrations39 states
AKAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.