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Andrew Hendershot

10 Years of Experience
San Diego, CA
Broker

Andrew Hendershot is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 10 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

4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122

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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

Andrew works as a driver for Lyft, a ride service, dedicating about 10-20% of his time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.Broker
April 2023 - November 2023 · 7 mos
Charles Schwab & CO., INC.Broker
February 2023 - November 2023 · 9 mos
TD Ameritrade, INC.Broker
September 2015 - February 2023 · 7 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.