Heivaha Ongoongotau is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 22 years of industry experience. Heivaha 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History (1)
Financial
May 2024Other 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
Morgan Stanley
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
E*trade Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
E*trade Securities LLCBroker
AXA Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley Dean Witter Online INC.Broker
State Registrations1 state
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.
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