TH
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Thomas Hoagland

28 Years of Experience
Lawrenceville, NJ
Broker

Thomas Hoagland is a registered investment advisor at Morgan Stanley, based in Lawrenceville, 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
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Location

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is a board member at Cobblestone Country Club, a private club, since January 2024. He dedicates minimal time outside business hours to business development and growth.

Employment History
Current Registrations
Morgan StanleyBroker
October 2012 - Present · 13 yrs 11 mos
Morgan Stanley
October 2012 - Present · 13 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2012 - October 2012 · 6 mos
UBS Financial Services INC.
April 2012 - October 2012 · 6 mos
Credit Suisse Securities (USA) LLC
April 2010 - May 2012 · 2 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
April 2010 - May 2012 · 2 yrs 1 mo
Citigroup Global Markets INC.
October 2009 - May 2010 · 7 mos
Citigroup Global Markets INC.Broker
October 2009 - May 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
PNC Investments
July 2004 - June 2006 · 1 yr 11 mos
PNC InvestmentsBroker
July 2004 - June 2006 · 1 yr 11 mos
TD Waterhouse Investor Services, INC.
January 2004 - June 2004 · 5 mos
TD Waterhouse Investor Services, INC.Broker
October 2003 - June 2004 · 8 mos
Harris Investor Services LLCBroker
April 1999 - August 2003 · 4 yrs 4 mos
Alliance Fund Distributors, INC.Broker
June 1998 - April 1999 · 10 mos
Seaboard Securities, INC.Broker
December 1997 - September 1998 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.