Todd Hatfield is a registered investment advisor at Morgan Stanley, based in Boulder, CO, with 26 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
1800 Broadway, Suite 120, Boulder, CO, 80302
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Regulatory History (1)
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Customer Dispute
May 2005Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2001 - June 2009 · 8 yrs
Citigroup Global Markets INC.Broker
April 2001 - June 2009 · 8 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 1999 - May 2001 · 1 yr 11 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.