Courtney Hershberger is a registered investment advisor at Morgan Stanley, based in Palm Desert, CA, 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
74199 El Paseo, Suite 201, Palm Desert, CA, 92260
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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 2023 - Present · 2 yrs 9 mos
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLC
August 2011 - September 2023 · 12 yrs 1 mo
RBC Capital Markets, LLCBroker
August 2011 - September 2023 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2011 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2011 · 1 yr 10 mos
Banc of America Investment Services, INC.
September 2006 - October 2009 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
September 2006 - October 2009 · 3 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
November 2004 - September 2006 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - September 2006 · 6 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.