Hannah Boswell, financial advisor Denver CO

Hannah Boswell

CRD Number: 7391786
Current Firm: Morgan Stanley

Hannah Boswell (CRD# 7391786) is an Investment Advisor Representative working at Morgan Stanley in Denver, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Denver, CO Jun 2021 - Current < 1
Unemployed Tulsa, OK Apr 2021 - May 2021 < 1
Oxford Canteen Oxford, MS Nov 2020 - Apr 2021 < 1
Full Time Education Oxford, MS Aug 2020 - Nov 2020 < 1
The Us House Of Representatives Washington, DC May 2020 - Aug 2020 < 1
Full Time Education Tulsa, OK May 2019 - May 2020 1
Hinton And Hinton Oxford, MS Mar 2019 - May 2019 < 1
Unemployed Oxford, MS Oct 2018 - Mar 2019 < 1
Living Foods Oxford, MS May 2018 - Oct 2018 < 1
Unemployed Tulsa, OK Aug 2010 - May 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Hannah B. Boswell
Phone Number: 914-225-5510
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
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 investment companies (as well as "business development companies")
  • 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, WY

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