JH
JH
John Hoisch
44 Years of Experience
Woodland Hills, CA
1 DisclosureBroker
John Hoisch is a registered investment advisor at Morgan Stanley, based in Woodland Hills, CA, with 44 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
21650 Oxnard Street, Suite 1800, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2004Denied
Other Business Activities
John is involved with a trust since 2014, spending minimal time on it during business hours and a few hours per week after business hours.
Employment History
Current Registrations
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2004 - January 2010 · 5 yrs 11 mos
Wells Fargo Advisors, LLCBroker
February 2004 - January 2010 · 5 yrs 11 mos
RBC Dain Rauscher INC.
October 2002 - February 2004 · 1 yr 4 mos
RBC Dain Rauscher INC.Broker
March 2002 - February 2004 · 1 yr 11 mos
Sutro & CO. IncorporatedBroker
July 1997 - March 2002 · 4 yrs 8 mos
Schroder & CO. INC.Broker
August 1990 - July 1997 · 6 yrs 11 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
September 1988 - July 1990 · 1 yr 10 mos
Drexel Burnham Lambert IncorporatedBroker
March 1982 - August 1988 · 6 yrs 5 mos
State Registrations21 states
AZCACOFLHIIDILMAMDNCNMNVNYORPATXUTVAVTWAWY
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.