KH
KH

Khalid Hammad

20 Years of Experience
Boca Raton, FL
Broker

Khalid Hammad is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 20 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Khalid is an officer and sole proprietor/owner of SweatFactory Enterprises, LLC, a retail/online store, since March 2020. He spends minimal time on this activity after business hours and it involves investment decisions/advice.

Employment History
Current Registrations
Morgan StanleyBroker
May 2019 - Present · 7 yrs
Morgan Stanley
May 2019 - Present · 7 yrs
Previous Registrations
Morgan Stanley
December 2017 - November 2018 · 11 mos
Morgan StanleyBroker
December 2017 - November 2018 · 11 mos
Morgan Stanley
December 2013 - December 2015 · 2 yrs
Morgan StanleyBroker
June 2010 - December 2015 · 5 yrs 6 mos
Pfic Securities CorporationBroker
August 2005 - December 2005 · 4 mos
Citicorp Investment ServicesBroker
February 2000 - April 2005 · 5 yrs 2 mos
PFS Investments INC.Broker
November 1997 - March 2000 · 2 yrs 4 mos
State Registrations2 states
FLGA
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.