RH
CFP
RH
CFP
Robert Hannah is a CFP-designated registered investment advisor at Morgan Stanley, based in Bloomington, MN, 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
8300 Norman Center Drive, Bloomington, MN, 55437
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Regulatory History (1)
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Customer Dispute
June 2016Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2011 - Present · 15 yrs 2 mos
Morgan Stanley
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
November 2010 - March 2011 · 4 mos
UBS Financial Services INC.Broker
August 2006 - March 2011 · 4 yrs 7 mos
UBS Financial Services INC.
August 2006 - December 2007 · 1 yr 4 mos
Piper Jaffray & CO.
April 2005 - August 2006 · 1 yr 4 mos
Piper Jaffray & CO.Broker
September 2002 - August 2006 · 3 yrs 11 mos
State Registrations37 states
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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.