Heather Watanabe is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
60 East South Temple, 20th Floor, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Heather is a manager at the Young Presidents Organization, participating in skiing and speaking engagements. She is also a board member, investment committee member, and advisory board member for the United States Ski and Snowboard Association, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations41 states
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.