Charles Hansen is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 17 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
4225 Naperville Road, Suite 255, Lisle, IL, 60532
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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 StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan Stanley
September 2011 - June 2019 · 7 yrs 9 mos
Morgan StanleyBroker
September 2011 - June 2019 · 7 yrs 9 mos
The Mather Group, INC.
February 2011 - August 2012 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
February 2008 - February 2008 · 0 mos
UBS Financial Services INC.Broker
January 2008 - February 2008 · 1 mo
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.