Charles Hagel is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 27 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
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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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
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Truist Advisory Services, INC.
July 2017 - January 2024 · 6 yrs 6 mos
Truist Investment Services, INC.Broker
June 2017 - January 2024 · 6 yrs 7 mos
Voya Financial Advisors, INC.
July 2012 - February 2017 · 4 yrs 7 mos
Voya Retirement Advisors, LLC
July 2012 - January 2015 · 2 yrs 6 mos
Voya Financial Partners, LLC
July 2012 - January 2015 · 2 yrs 6 mos
Voya America Equities, INC.Broker
July 2012 - February 2017 · 4 yrs 7 mos
Directed Services LLCBroker
July 2012 - February 2017 · 4 yrs 7 mos
Voya Financial Advisors, INC.Broker
July 2012 - February 2017 · 4 yrs 7 mos
Voya Financial Partners, LLCBroker
July 2012 - February 2017 · 4 yrs 7 mos
Voya Retirement Advisors, LLCBroker
July 2012 - September 2016 · 4 yrs 2 mos
Tws Financial, LLC.Broker
May 2012 - July 2012 · 2 mos
Ssn Advisory, INC.
March 2012 - May 2012 · 2 mos
Securities Service Network, INC.Broker
March 2012 - May 2012 · 2 mos
Questar Asset Management, INC.
June 2011 - March 2012 · 9 mos
Questar Capital CorporationBroker
June 2011 - March 2012 · 9 mos
Royal Alliance Associates, INC.Broker
February 2011 - May 2011 · 3 mos
Sagepoint Financial, INC.Broker
February 2011 - May 2011 · 3 mos
Fsc Securities Corporation
June 2007 - May 2011 · 3 yrs 11 mos
Fsc Securities CorporationBroker
June 2007 - May 2011 · 3 yrs 11 mos
Ameriprise Financial Services, INC.Broker
November 1997 - June 2007 · 9 yrs 7 mos
Ids Life Insurance CompanyBroker
November 1997 - July 2006 · 8 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.