Mark Hershenson is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 29 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
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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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 →Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
E*trade Securities LLCBroker
April 2021 - July 2022 · 1 yr 3 mos
Commonwealth Capital Securities CORP.Broker
May 2002 - August 2020 · 18 yrs 3 mos
Oneamerica Securities, INC.Broker
April 1999 - April 2002 · 3 yrs
American United Life Insurance CompanyBroker
April 1999 - December 2001 · 2 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
November 1997 - May 1998 · 6 mos
Metlife Securities INC.Broker
November 1997 - May 1998 · 6 mos
Capital Analysts, IncorporatedBroker
February 1997 - August 1997 · 6 mos
Metropolitan Life Insurance CompanyBroker
August 1992 - March 1995 · 2 yrs 7 mos
Metlife Securities INC.Broker
August 1992 - March 1995 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.