Nameer Hanna, financial advisor Tampa FL

Nameer Hanna

CRD Number: 6915945
Current Firm: Morgan Stanley

Nameer Hanna (CRD# 6915945) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Tampa, FL Nov 2021 - Current 1
Morgan Stanley Private Bank, N.a. New York, NY Nov 2021 - Current 1
Bank Of America, N.a. Auburn Hills, MI Mar 2020 - Nov 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills, MI Feb 2020 - Nov 2021 1
National Life Insurance Company Troy, MI May 2019 - Feb 2020 < 1
Equity Services, Inc. Montpelier, VT Jun 2019 - Jan 2020 < 1
Oakland University Rochester Hills, MI Sep 2016 - Dec 2019 3
Hantz Financial Services Southfield, MI Feb 2018 - May 2019 1
Tom's Farmington Hills, MI Jul 2015 - Feb 2019 3
La Fitness Clinton Township, MI Sep 2016 - Apr 2017 < 1
Cousino High School Warren, MI Oct 2011 - Apr 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Nameer W. Hanna
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • 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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