MH
CFP
MH
CFP
Matthew Hansen
19 Years of Experience
Rancho Sante Fe, CA
1 DisclosureBroker
Matthew Hansen is a CFP-designated registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, with 19 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
6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2025Settled
Other Business Activities
Matthew is a partner in H Five Holdings LLC, a real estate venture, since 2001. He dedicates minimal time to property management outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2015 - January 2025 · 9 yrs 6 mos
UBS Financial Services INC.
July 2015 - January 2025 · 9 yrs 6 mos
Lucia Securities, LLCBroker
September 2011 - July 2015 · 3 yrs 10 mos
Lucia Wealth Services
April 2010 - July 2015 · 5 yrs 3 mos
First Allied Securities, INC.Broker
November 2007 - December 2011 · 4 yrs 1 mo
Raymond J. Lucia Companies, INC.
October 2006 - November 2010 · 4 yrs 1 mo
Securities America, INC.Broker
July 2006 - November 2007 · 1 yr 4 mos
State Registrations43 states
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.