HL
HL

Hanna Loew

11 Years of Experience
Dallas, TX
Broker

Hanna Loew is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 11 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

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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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

Hanna owns rental property in Lancaster, California, since 2017. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
December 2022 - Present · 3 yrs 5 mos
Morgan StanleyBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
March 2015 - December 2022 · 7 yrs 9 mos
UBS Financial Services INC.Broker
December 2014 - December 2022 · 8 yrs
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWY
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.
Hanna Loew - Financial Advisor | TrueAdvisor