Raymond Hart is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 31 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (1)
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Customer Dispute
October 2000Closed-No Action
Other Business Activities
Raymond is a partner in RJ Ventures, owning a self-service laundromat and performing absentee management since 2011. He is also the treasurer and a board member for the Mahopac Sports Association - Boys Lacrosse since 2016.
Employment History
Current Registrations
Morgan StanleyBroker
June 2025 - Present · 11 mos
Morgan Stanley
June 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
July 2007 - July 2025 · 18 yrs
UBS Financial Services INC.Broker
July 2007 - July 2025 · 18 yrs
Morgan Stanley & CO., IncorporatedBroker
April 2007 - July 2007 · 3 mos
Morgan Stanley & CO., Incorporated
April 2007 - July 2007 · 3 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
November 1994 - April 2007 · 12 yrs 5 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.