Heather Hayes
Heather Hayes is a registered investment advisor at Morgan Stanley, based in Ponte Vedra Beach, FL, with 31 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
50 A1A North, Suite 112, Ponte Vedra Beach, FL, 32082
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Regulatory History (1)
Regulatory
March 2012Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Key Brokerage Company, INC.Broker
State Registrations22 states
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
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