NH
NH

Neda Hooks

18 Years of Experience
Tampa, FL
Broker

Neda Hooks is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 18 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

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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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

Neda is a partner in Swan Capital Properties, LLC, a rental property business, since March 2025. She spends minimal time on business development, accounting, administration, investment decisions, property management, and sales/marketing.

Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
August 2010 - Present · 16 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
August 2007 - July 2010 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
August 2007 - July 2010 · 2 yrs 11 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAILINLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.
Neda Hooks - Financial Advisor | TrueAdvisor