MH
MH

Margaret Hackleman

8 Years of Experience
Tacoma, WA
Broker

Margaret Hackleman is a registered investment advisor at Morgan Stanley, based in Tacoma, WA, with 8 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

1301 A Street, Suite 300, Tacoma, WA, 98402

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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

Margaret serves on the Investment Committee for the Greater Tacoma Community Foundation since August 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.