HC
HC

Heather Church

27 Years of Experience
San Francisco, CA
Broker

Heather Church is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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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

Heather works as a freelance artist and graphic designer since 1984, spending minimal time on this activity outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2013 - September 2019 · 6 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2019 · 6 yrs 11 mos
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
Morgan Stanley Smith BarneyBroker
August 2011 - September 2012 · 1 yr 1 mo
Piper Jaffray & CO.Broker
September 2005 - July 2011 · 5 yrs 10 mos
RBC Dain Rauscher INC.Broker
August 2003 - October 2005 · 2 yrs 2 mos
J.P. Morgan Securities INC.Broker
February 2001 - May 2001 · 3 mos
J.P. Morgan Securities INC.Broker
February 2000 - February 2003 · 3 yrs
Hambrecht & Quist LLCBroker
March 1996 - February 2000 · 3 yrs 11 mos
Van Kasper & CompanyBroker
January 1996 - April 1996 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.