Heath Henig is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 23 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
3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243
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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 StanleyBroker
August 2021 - Present · 5 yrs 1 mo
Morgan Stanley
August 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - August 2021 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - August 2021 · 5 yrs 3 mos
Synovus Securities, INC.Broker
September 2011 - May 2016 · 4 yrs 8 mos
Synovus Securities, INC.
September 2011 - May 2016 · 4 yrs 8 mos
TD Ameritrade, INC.
April 2011 - September 2011 · 5 mos
Amerivest Investment Management, LLC
April 2011 - September 2011 · 5 mos
TD Ameritrade, INC.Broker
March 2011 - September 2011 · 6 mos
Scottrade, INC.Broker
July 2006 - March 2011 · 4 yrs 8 mos
Nbc Securities, INC.Broker
January 2003 - November 2005 · 2 yrs 10 mos
Nbc Securities, INC.
January 2003 - November 2005 · 2 yrs 10 mos
Southtrust Securities, INC.Broker
July 2000 - March 2001 · 8 mos
Dean Witter Reynolds INC.Broker
September 1999 - June 2000 · 9 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAILINKSKYLAMAMIMOMSNCNJNVNYOHPARISCSDTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.