VH
VH

Vance Hodges

11 Years of Experience
Washington, DC
Broker

Vance Hodges is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 11 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

1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006

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History

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.

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Other Business Activities

Vance is a partner in BaHoNC LLC, a real estate venture in Hickory, North Carolina, since January 2025. This activity requires no time commitment.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2018 - February 2022 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2018 - February 2022 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - May 2018 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - May 2018 · 3 yrs 6 mos
State Registrations23 states
ARCACODCDEFLGAIAKSMDMIMONCNJNVNYORPASCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Vance Hodges - Financial Advisor | TrueAdvisor