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Tanya Hekimian

7 Years of Experience
Beverly Hills, CA
Broker

Tanya Hekimian is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 7 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business Activities

Tanya is a director at C-R Regent LLC, managing rental property since 2007. She is also the CEO of Open Point Capital, LLC, purchasing non-performing mortgage notes and operating a personal finance blog, and is involved with a trust in Baltimore, Maryland.

Employment History
Current Registrations
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
December 2015 - December 2016 · 1 yr
State Registrations24 states
AZCACOCTDCFLGAILKSMAMDMIMNMSNJNVNYORPASCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Tanya Hekimian - Financial Advisor | TrueAdvisor