AH
CFP
AH
CFP

Andrea Hadjiyski

12 Years of Experience
Davenport, IA
Broker

Andrea Hadjiyski is a CFP-designated registered investment advisor at Morgan Stanley, based in Davenport, IA, with 12 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23124 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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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

Andrea owns rental property in Chicago, Illinois, and is a partner at A&GMH LP in Davenport, Iowa. She dedicates minimal time outside of business hours to property management and a few hours per week during business hours to administrative tasks at A&GMH LP.

Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. Incorporated
October 2014 - September 2024 · 9 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
August 2014 - September 2024 · 10 yrs 1 mo
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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