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Garrett Hadley

27 Years of Experience
Greenville, DE
1 DisclosureBroker

Garrett Hadley is a registered investment advisor at Morgan Stanley, based in Greenville, DE, with 27 years of industry experience. Garrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1987
Final Disposition
Other Business Activities

Garrett is a board member at Avalon Yacht Club, a recreational organization in Avalon, NJ. He spends minimal time on administrative tasks for this non-investment related activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2001 - April 2007 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 1999 - April 2007 · 7 yrs 10 mos
State Registrations42 states
ARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMTNCNDNHNJNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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