HF
CFP
HF
CFP

Hadi Fakhoury

15 Years of Experience
Los Angeles, CA
Broker

Hadi Fakhoury is a CFP-designated registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 15 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
Loading...

Location

Los Angeles, CA

Get directions

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.

Learn about disclosures →
Other Business Activities

Hadi is a silent partner in The Downtown Pourhouse restaurant/bar since 2009, dedicating minimal time. He is also involved in several LLCs as an investor and/or officer, including Upstairs Group LLC, Time 4 More LLC, SFF Capital LLC, Breakwater Holdings LLC, and Upstairs Investments LLC, spending minimal time on each.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - September 2020 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - September 2020 · 10 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.