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Hannah Kaitlin Spasojevic

Morgan Stanley

Bloomington, MN

CRD 7202273

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-17
MN RA APPROVED 2020-09-10
WI RA APPROVED 2020-09-10
  • TX RA
    APPROVED
    Since 2021-06-17
  • MN RA
    APPROVED
    Since 2020-09-10
  • WI RA
    APPROVED
    Since 2020-09-10

Branch Locations

8300 Norman Center Drive, Bloomington, MN 55437 • 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 Bloomington MN 12/2019 Present
Starkey Hearing Technologies Eden Prairie MN 10/2015 12/2019
  • 12/2019 → Present
    Morgan Stanley
    Bloomington, MN
  • 10/2015 → 12/2019
    Starkey Hearing Technologies
    Eden Prairie, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-10
  • S66 Uniform Combined State Law Examination
    2020-09-10
Other Names
  • Hannah Kaitlin Marshall

View on SEC IAPD

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