MH
MH

Mikhail Hess

19 Years of Experience
Sherman Oaks, CA
Broker

Mikhail Hess is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, 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

15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403

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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

Mikhail owns rental property in Sherman Oaks, California, dedicating minimal time to property management. He is also a passive investor in Valleyheat Pace LLC with his wife, with a property management company handling the property.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Ameriprise Financial Services, INC.
September 2006 - November 2007 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
August 2006 - November 2007 · 1 yr 3 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mikhail Hess - Financial Advisor | TrueAdvisor