Hannah Sledd is a CFP-designated registered investment advisor at Morgan Stanley, based in Nashville, TN, with 11 years of industry experience. Hannah 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3102 West End Avenue, Suite 200, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah is a partner at Light On Yoga Fitness, LLC, a recreation business in Huntsville, Alabama. She spends minimal time on administrative tasks for this business after hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan StanleyBroker
Morgan Stanley
Paces Ferry Wealth Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
E*trade Securities LLCBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations53 states
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
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