Samantha Hobart is a CFP-designated registered investment advisor at Morgan Stanley, based in San Rafael, CA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
San Rafael, CA
Get directionsNo 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.
Learn about disclosures →Samantha is a partner at H&H Management LLC, a real estate business, since 2020. She spends minimal time on administrative tasks after business hours.
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.