Crispin Hanshaw is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
1400 Page Mill Road, Palo Alto, CA, 94304
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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
April 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
November 2007 - April 2020 · 12 yrs 5 mos
Charles Schwab & CO., INC.Broker
September 2002 - April 2020 · 17 yrs 7 mos
E*trade Securities, IncorporatedBroker
September 2000 - August 2002 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.