HM
HM

Heather Murphy

13 Years of Experience
Atlanta, GA
Broker

Heather Murphy is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 13 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

3280 Peachtree Road NW, Ste 1700, Southeast - Region 4, Atlanta, GA, 30305

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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

Heather is a referee for the Georgia High School Fencing League. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Ha&w Wealth Management, LLC
March 2014 - April 2014 · 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2013 - April 2014 · 1 yr 3 mos
State Registrations15 states
ALARDCDEFLGAKYLAMDMSNCSCTNVAWV
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.