Hanieh Sadat Hendi, financial advisor Beverly Hills CA
93 score

Hanieh Sadat Hendi

CRD Number: 5344154
Current Firm: Morgan Stanley

Hanieh Sadat Hendi (CRD# 5344154) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Dec 2015 - Current 1
Morgan Stanley Beverly Hills, CA Aug 2015 - Current 1
Wells Fargo Advisors LLC Westlake Village, CA May 2009 - Aug 2015 6
Wachovia Securities, LLC Woodland Hills, CA Jul 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Hanieh Sadat Hendi
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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