John
Hagy

Morgan Stanley

CRD#6533410
Investment Advisor
in Woodland Hills, CA
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About this Advisor

John Hagy is a financial advisor working out of Woodland Hills, California, with 11 years of experience as a financial advisor. Hagy is an advisor for Morgan Stanley. Over the course of their career, Hagy has held roles at Morgan Stanley, Morgan Stanley Private Bank, National Association and School. Hagy maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Morgan Stanley is a company operating in Woodland Hills, California. The investment advisory business has offices in 702 locations and a total of 26,000 people on staff. It controls $735 billion in assets under management among its 1,724,668 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 283 charities and foundations. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically are based on which services the firm provides the client. However, fees billed by Morgan Stanley can include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

21650 Oxnard St. Suite 1800
Woodland Hills, CA 91367

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Hagy Work History

John has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2015 - 2015 (< 1 year)

Morgan Stanley

2007 - 2017 (10 years)

School

Disclosures

John Hagy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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