David Hage is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
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Regulatory History (1)
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Customer Dispute
September 1996Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2004 - June 2009 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
October 2004 - June 2009 · 4 yrs 8 mos
Banc of America Investment Services, INC.
June 1999 - October 2004 · 5 yrs 4 mos
Banc of America Investment Services, INC.Broker
June 1999 - October 2004 · 5 yrs 4 mos
Linsco/private Ledger CORP.Broker
January 1995 - April 1999 · 4 yrs 3 mos
NationssecuritiesBroker
August 1993 - January 1995 · 1 yr 5 mos
MML Investors Services, INC.Broker
August 1992 - July 1993 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.