Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
John Hagy Work History
John has 11 years of experience.
Morgan Stanley Private Bank, National Association
John Hagy has no disclosures.
Please visit their SEC profile for more details.