AH
CFP
AH
CFP

Andrea Hadjiyski

11 Years of Experience
Davenport, IA
Broker

Andrea Hadjiyski is a CFP-designated registered investment advisor at Morgan Stanley, based in Davenport, IA, 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

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.

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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 · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
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 Registrations33 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMIMNMONCNJNMNYOHPATNTXUTVAWAWI
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.
Andrea Hadjiyski - Financial Advisor | TrueAdvisor