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Shani Hatcher

23 Years of Experience
San Francisco, CA
Broker

Shani Hatcher is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 23 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shani owns Shani's Living Creations, a retail/online store in Hayward, California, since May 2023. She spends about 10-20% of her time on administrative, labor/service, and sales/marketing activities related to this investment-related business.

Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 4 yrs 8 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - September 2021 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - September 2021 · 10 yrs 8 mos
Wells Fargo Investments, LLC
August 2005 - January 2011 · 5 yrs 5 mos
Wells Fargo Investments, LLCBroker
August 2005 - January 2011 · 5 yrs 5 mos
Citicorp Investment ServicesBroker
February 2003 - August 2005 · 2 yrs 6 mos
RBC Dain Rauscher INC.Broker
March 2002 - September 2002 · 6 mos
Sutro & CO. IncorporatedBroker
February 2002 - March 2002 · 1 mo
American Express Financial Advisors INC.Broker
September 2001 - January 2002 · 4 mos
Ids Life Insurance CompanyBroker
September 2001 - January 2002 · 4 mos
State Registrations19 states
AZCACOFLGAIDILMAMTNVNYOHOKORTNTXVAWAWI
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.