Jeffrey Hale is a registered investment advisor at Morgan Stanley, based in Mclean, VA, with 35 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
1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102
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Regulatory History (1)
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Customer Dispute
April 2002Closed-No Action
Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1998 - August 2017 · 19 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - August 2017 · 19 yrs 3 mos
R a F Financial CorporationBroker
December 1995 - April 1998 · 2 yrs 4 mos
L.C. Wegard & CO., INC.Broker
August 1994 - November 1995 · 1 yr 3 mos
Hibbard Brown & CO., INC.Broker
August 1990 - August 1994 · 4 yrs
State Registrations35 states
AZCACOCTDCFLGAIAILINMAMDMEMIMOMTNCNJNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.