Heather Atkinson is a registered investment advisor at Morgan Stanley, based in Augusta, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One 10th Street, Suite 600, Augusta, GA, 30901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather is a sole proprietor/owner of Riverfront Investment Group, LLC, a real estate business, since 2019, spending minimal time on check signing/funds disbursement. Heather also is involved with Savannah Valley Landscape DBA Par 3 West, a recreation business, since 2024, spending about 10-20% of her time on check signing/funds disbursements, property management, administrative, and accounting/bookkeeping.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Charles Schwab & CO., INC.Broker
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
State Registrations25 states
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