Marc Hansen, financial advisor South Jordan UT
90 score

Marc Hansen

CRD Number: 6009096
Current Firm: Morgan Stanley

Marc Hansen (CRD# 6009096) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 4 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 South Jordan, UT Dec 2012 - Current 4
Axa Advisors, LLC New York, NY Feb 2012 - Dec 2012 < 1
Jenny Craig Provo, UT Feb 2011 - Jun 2012 1
Plaid Marketing Provo, UT Aug 2010 - Feb 2011 < 1
First Support Solutions Provo, UT Jan 2009 - Aug 2010 1
Chet Holmes / Prosper Orem, UT Jan 2009 - Mar 2009 < 1
Osmond Designs Lehi, UT Mar 2008 - Jan 2009 < 1
Lds Church Ft. Lauderdale, FL Mar 2006 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Marc P. Hansen
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • UT
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
90
Clean Record
This advisor has a clean track record with regulators.

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