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Wallace Hatcher

25 Years of Experience
Atlanta, GA
Broker

Wallace Hatcher is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

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History

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.

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Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2012 - March 2021 · 9 yrs 2 mos
J.P. Morgan Securities LLCBroker
January 2012 - March 2021 · 9 yrs 2 mos
Morgan Keegan & Company, INC.
August 2006 - January 2012 · 5 yrs 5 mos
Morgan Keegan & Company, INC.Broker
August 2006 - January 2012 · 5 yrs 5 mos
Citigroup Global Markets INC.
March 2003 - August 2006 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2002 - August 2006 · 4 yrs 7 mos
The Robinson-Humphrey Company, LLCBroker
July 2000 - January 2002 · 1 yr 6 mos
State Registrations15 states
ALDCFLGAILKSKYLAMDMSNCNYOKTXVA
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.
Wallace Hatcher - Financial Advisor | TrueAdvisor