RH
RH

Robert Hatala

33 Years of Experience
Charleston, SC
Broker

Robert Hatala is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 33 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

850 Morrison Drive, Suite 800, Charleston, SC, 29403

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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

Robert is a sole proprietor/owner of a real estate business in Mount Pleasant, South Carolina, since February 2022. He dedicates minimal time to this investment-related activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1996 - April 2007 · 10 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 1996 - April 2007 · 10 yrs 10 mos
Smith Barney INC.Broker
July 1993 - July 1996 · 3 yrs
Lehman Brothers INC.Broker
July 1992 - July 1993 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.