Nameer Hanna is a registered investment advisor at Morgan Stanley, based in Tampa, FL, 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
Loading...
Location
4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2020 - November 2021 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2020 - November 2021 · 1 yr 8 mos
Equity Services, INC.Broker
June 2019 - January 2020 · 7 mos
Esi Financial Advisors
June 2019 - January 2020 · 7 mos
Hantz Financial Services, INC.
January 2019 - May 2019 · 4 mos
Hantz Financial Services, INC.Broker
November 2018 - May 2019 · 6 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.