GH
GH

Gregory Hannan

21 Years of Experience
Coeur D'Alene, ID
Broker

Gregory Hannan is a registered investment advisor at Morgan Stanley, based in Coeur D'Alene, ID, with 21 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
Loading...

Location

505 East Front Avenue, Suite 201, Coeur D'Alene, ID, 83814

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Gregory is a sole proprietor and owner of a rental property in Spokane, WA since 1994. He spends minimal time on this investment-related activity outside of business hours.

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.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
U.S. Bancorp SecuritiesBroker
February 1994 - October 1994 · 8 mos
American Express Financial Advisors INC.Broker
March 1991 - January 1994 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
March 1991 - January 1994 · 2 yrs 10 mos
State Registrations24 states
ALAZCACOFLHIIAIDILINLAMAMDMSMTNJNVNYORPATNTXUTWA
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.
Gregory Hannan - Financial Advisor | TrueAdvisor