MH
MH

Monica Hall

12 Years of Experience
Sandy, UT
Broker

Monica Hall is a registered investment advisor at Morgan Stanley, based in Sandy, UT, 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

200 West Civic Center Drive, Sandy, UT, 84070

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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

Monica works at CorePower Yoga in customer service and labor/service roles. She spends a few hours per week on this activity, both during and after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
February 2017 - September 2023 · 6 yrs 7 mos
E*trade Securities LLCBroker
January 2014 - September 2023 · 9 yrs 8 mos
State Registrations1 state
UT
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.
Monica Hall - Financial Advisor | TrueAdvisor