HC
HC
Heidi Chamberlain is a registered investment advisor at Morgan Stanley, based in Rutland, VT, with 30 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
90 Merchants Row, Rutland, VT, 05702
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Regulatory History (1)
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Customer Dispute
December 2024Pending
Other Business Activities
Heidi is a board member for the Town of Manchester VT Select Board since 2020, focusing on administrative tasks, budget, and infrastructure. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
March 2024 - Present · 2 yrs 2 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
December 2015 - March 2024 · 8 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - March 2024 · 8 yrs 3 mos
Barclays Capital INC.
May 2010 - December 2015 · 5 yrs 7 mos
Barclays Capital INC.Broker
April 2010 - December 2015 · 5 yrs 8 mos
Deutsche Bank Securities INC.Broker
September 2002 - May 2010 · 7 yrs 8 mos
Lehman Brothers INC.Broker
July 1996 - October 2002 · 6 yrs 3 mos
Cs First Boston CorporationBroker
February 1996 - May 1996 · 3 mos
Cs First Boston CorporationBroker
February 1996 - May 1996 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1995 - March 1996 · 11 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAHIILLAMAMDMIMOMTNCNHNJNMNYOHOKPAPRSCTXUTVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.