Traci Hejna is a registered investment advisor at Morgan Stanley, based in Knoxville, TN, 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
Landmark Center, 1111 North Shore Dr Ste N-160, Knoxville, TN, 37919
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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
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
February 2004 - February 2006 · 2 yrs
Legg Mason Wood Walker, IncorporatedBroker
May 2001 - February 2006 · 4 yrs 9 mos
UBS Painewebber INC.Broker
October 2000 - May 2001 · 7 mos
State Registrations39 states
AKALARAZCACODEFLGAIAILINKSKYLAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKPASCTNTXUTVAVirgin IslandsWAWV
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.