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Gregory Hale

19 Years of Experience
Eureka, CA
Broker

Gregory Hale is a registered investment advisor at Morgan Stanley, based in Eureka, 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

2421 Buhne Street, Eureka, CA, 95501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is the owner and president of GMH Construction. He dedicates about a quarter of his time to this activity, as work allows.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations29 states
ALARAZCACOCTFLGAIAIDILLAMAMDMIMNNCNDNHNMNVNYOHOKORTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.