Mary Hahn is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 25 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, Purchase, NY, 10577
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Securities LLCBroker
November 2011 - March 2023 · 11 yrs 4 mos
UBS Financial Services INC.Broker
November 2011 - March 2023 · 11 yrs 4 mos
UBS Financial Services INC.
November 2011 - March 2023 · 11 yrs 4 mos
Mizuho Securities USA INC.Broker
June 2010 - November 2011 · 1 yr 5 mos
AXA Advisors, LLC
December 2009 - June 2010 · 6 mos
AXA Advisors, LLCBroker
July 2009 - June 2010 · 11 mos
Oppenheimer & CO. INC.Broker
February 2008 - December 2008 · 10 mos
Cibc World Markets CORP.Broker
August 2003 - February 2008 · 4 yrs 6 mos
Ing Financial Markets LLCBroker
May 2001 - July 2003 · 2 yrs 2 mos
Bluestone Capital Securities, INC.Broker
October 1999 - April 2001 · 1 yr 6 mos
Gruntal & CO., L.L.C.Broker
September 1999 - October 1999 · 1 mo
State Registrations2 states
NJNY
AdvisorBrokerBoth
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
No exam information available for this advisor.