Jeffrey Hansgen, financial advisor Orchard Park NY
88 score

Jeffrey Hansgen

CRD Number: 1052716
Current Firm: Morgan Stanley

Jeffrey Hansgen (CRD# 1052716) is an Investment Advisor Representative working at Morgan Stanley in Orchard Park, NY and has over 29 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 Jan 2015 - Current 1
Morgan Stanley Smith Barney Orchard Park, NY Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Orchard Park, NY Apr 2007 - Current 9
Dean Witter Reynolds Inc. Williamsville, NY Jan 1987 - Apr 2007 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S66 NASAA Uniform Combined State Law Examination Oct 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey M. Hansgen
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
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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