SH
CFP
SH
CFP

Samantha Hobart

12 Years of Experience
San Rafael, CA
Broker

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.

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

San Rafael, CA

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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

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.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.