HR
HR

Heather Richelson-Hopkins

28 Years of Experience
Short Hills, NJ
Broker

Heather Richelson-Hopkins is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 28 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
Loading...

Location

150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078

Get directions

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.

Learn about disclosures →
Other Business Activities

Heather published a fiction book, which is not investment related. She also has a trust in Ocean, New Jersey, established in August 2022, dedicating minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - February 2011 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - February 2011 · 13 yrs 11 mos
State Registrations34 states
AKAZCACOCTDCDEFLGAHIIAIDILINMAMDMTNCNHNJNVNYOHPARISCTNTXVAVTWAWIWVWY
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.