Shad Hathaway is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 2 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
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shad is an employee and partner at Blues Garage Services, a construction/engineering company, since January 2025. He spends a few hours per week on this investment-related activity after business hours providing labor/service.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Sofi Securities LLCBroker
Sofi Wealth LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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