HO
HO
Heivaha Ongoongotau
21 Years of Experience
South Jordan, UT
1 DisclosureBroker
Heivaha Ongoongotau is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 21 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
680 West 10000 South, South Jordan, UT, 84095
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Regulatory History (1)
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Financial
May 2024Final
Other Business Activities
Heivaha is a manager at Moana Management Group, LLC, a real estate rental property business, since 2020. He spends minimal time on administrative, customer service, and property management tasks outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2024 - December 2024 · 4 mos
Fidelity Brokerage Services LLCBroker
June 2024 - December 2024 · 6 mos
E*trade Securities LLCBroker
May 2021 - September 2023 · 2 yrs 4 mos
Morgan Stanley
July 2012 - April 2018 · 5 yrs 9 mos
Morgan StanleyBroker
April 2012 - December 2023 · 11 yrs 8 mos
E*trade Securities LLCBroker
June 2010 - February 2012 · 1 yr 8 mos
AXA Advisors, LLCBroker
September 2009 - February 2010 · 5 mos
Morgan Stanley Dw INC.Broker
November 2000 - August 2006 · 5 yrs 9 mos
Morgan Stanley Dean Witter Online INC.Broker
July 2000 - November 2000 · 4 mos
State Registrations1 state
UT
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.