Heather
Hackett

Morgan Stanley

CRD#2531472
Investment Advisor
in New York, NY
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About this Advisor

Heather Hackett is a financial advisor who works in New York, New York. Currently a registered financial advisor with Morgan Stanley, they have accumulated 13 years of work experience as a financial advisor. Hackett maintains Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hackett is able to work with customers based out of New Jersey. Throughout their career, they have worked at Ing Investment Management Services LLC, Ing Funds Distributor, LLC, Ie Business School, N/A and Morgan Stanley. Morgan Stanley is headquartered in New York, New York, and operates out of 702 additional offices in the country. As a company, Morgan Stanley manages $735 billion in assets across 1,724,668 client accounts and employs more than 26,000 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisor firm's 1,724,668 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley can provide 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years of Experience

13 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

522 5Th Avenue
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY 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

Heather Hackett Work History

Heather has 13 years of experience.

2016 - 2016 (0 years)

N/A

2016 - Present (3 years)

Morgan Stanley

2014 - 2015 (1 years)

Ie Business School

2005 - 2014 (9 years)

Ing Investment Management Services LLC

2005 - 2014 (9 years)

Ing Funds Distributor, LLC

Disclosures

Heather Hackett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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