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Hannah Ann Perez

Morgan Stanley

Hartford, CT

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-06
CT RA APPROVED 2026-04-27
  • TX RA
    APPROVED
    Since 2026-05-06
  • CT RA
    APPROVED
    Since 2026-04-27

Branch Locations

225 Asylum Street 14Th Floor, Hartford, CT 06103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Hartford CT 10/2025 Present
The Herbst Group, Llc Westport CT 06/2023 10/2025
The Herbst Group, Llc Westport CT 07/2020 06/2023
Barnum Financial Group Shelton CT 12/2018 07/2020
Alku Andover MA 05/2018 08/2019
Merrimack College North Andover MA 08/2015 12/2018
Northwestern Mutual Woburn MA 08/2016 11/2016
  • 10/2025 → Present
    Morgan Stanley
    Hartford, CT
  • 06/2023 → 10/2025
    The Herbst Group, Llc
    Westport, CT
  • 07/2020 → 06/2023
    The Herbst Group, Llc
    Westport, CT
  • 12/2018 → 07/2020
    Barnum Financial Group
    Shelton, CT
  • 05/2018 → 08/2019
    Alku
    Andover, MA
  • 08/2015 → 12/2018
    Merrimack College
    North Andover, MA
  • 08/2016 → 11/2016
    Northwestern Mutual
    Woburn, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-27
  • S66 Uniform Combined State Law Examination
    2026-04-27
Other Names
  • Hannah Ann Perez
  • Hannah Perez

View on SEC IAPD

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STEVEN THOMAS NORRIS
SALVATORE JOSEPH TARTAGLIONE
TIMOTHY DONALD BRODERICK

Other Offices

NEBRODI PARTNERS, LLC · HARTFORD, CT
ERNST & YOUNG INVESTMENT ADVISERS LLP · HARTFORD, CT
ROCKEFELLER FINANCIAL LLC · Hartford, CT
BRADLEY FOSTER & SARGENT INC · HARTFORD, CT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HARTFORD, CT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HARTFORD, CT
BRADLEY FOSTER & SARGENT INC · Hartford, CT
BRADLEY FOSTER & SARGENT INC · HARTFORD, CT

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