HL
HL

Hannah Leggesse

21 Years of Experience
Boston, MA
Broker

Hannah Leggesse is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 21 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

28 State Street 26th Floor, Boston, MA, 02109

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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 2012 - Present · 14 yrs 4 mos
Morgan Stanley
March 2012 - Present · 14 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
October 2007 - June 2010 · 2 yrs 8 mos
UBS Financial Services INC.Broker
October 2007 - June 2010 · 2 yrs 8 mos
Oppenheimer & CO. INC.Broker
August 2007 - October 2007 · 2 mos
Fahnestock Asset Management
August 2007 - October 2007 · 2 mos
A. G. Edwards & Sons, INC.Broker
March 2007 - March 2007 · 0 mos
A. G. Edwards & Sons, INC.
June 2006 - January 2007 · 7 mos
A. G. Edwards & Sons, INC.Broker
May 2006 - January 2007 · 8 mos
Wells Fargo Investments, LLC
January 2004 - March 2006 · 2 yrs 2 mos
Wells Fargo Investments, LLCBroker
October 2003 - March 2006 · 2 yrs 5 mos
UBS Financial Services INC.Broker
May 2002 - October 2003 · 1 yr 5 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMONCNHNJNVNYOHORPAPRRISCSDTNTXUTVAVTWAWI
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.
Hannah Leggesse - Financial Advisor | TrueAdvisor