Randall Hoagland is a CFP-designated registered investment advisor at Morgan Stanley, based in Dublin, OH, 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
545 Metro Place South, Suite 300, Dublin, OH, 43017
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2026 - Present · 4 mos
Morgan StanleyBroker
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
November 2022 - January 2026 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
November 2022 - January 2026 · 3 yrs 2 mos
Thrivent Investment Management INC.
August 2019 - October 2022 · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
August 2019 - October 2022 · 3 yrs 2 mos
Cambridge Investment Research Advisors, INC.
January 2019 - April 2019 · 3 mos
Cambridge Investment Research, INC.Broker
January 2019 - April 2019 · 3 mos
Nationwide Securities, LLC
July 2015 - January 2019 · 3 yrs 6 mos
Nationwide Securities, LLCBroker
March 2013 - January 2019 · 5 yrs 10 mos
Nationwide Investment Services CorporationBroker
September 2005 - April 2013 · 7 yrs 7 mos
Natcity Investments, INC.Broker
March 2004 - September 2005 · 1 yr 6 mos
First Investors CorporationBroker
October 2003 - November 2003 · 1 mo
State Registrations2 states
INOH
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.