MH
CFP
MH
CFP

Margaret Hiller

20 Years of Experience
Oakland, CA
Broker

Margaret Hiller is a CFP-designated registered investment advisor at Morgan Stanley, based in Oakland, CA, with 20 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

1999 Harrison Street, Suite 2200, Oakland, CA, 94612

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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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Other Business Activities

Margaret is a speaker on financial literacy for high school seniors and a committee member for the City of Piedmont Citizen Bond Oversight Committee. Both activities require minimal time and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
The Advisory Group of San Francisco, LLC
November 2006 - October 2023 · 16 yrs 11 mos
Investorlogic
July 2004 - April 2005 · 9 mos
State Registrations33 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.
Margaret Hiller - Financial Advisor | TrueAdvisor