Michelle Hanna

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-02-16

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	08/2025	Present
Carefree Boat Club	Stamford	CT	07/2021	07/2025
University Of Rhode Island Academic Enhancement Center	Kingston	RI	09/2023	05/2025
Interactive Brokers	Greenwich	CT	06/2024	08/2024
Michaels Stores	Stamford	CT	10/2019	05/2020
Westhill High School	Stamford	CT	09/2017	06/2021
University Of Rhode Island	Stamford	CT	09/2021	05/2025
Turn Of River Middle School	Stamford	CT	09/2014	08/2017

08/2025 → Present

Morgan Stanley

Purchase, NY
07/2021 → 07/2025

Carefree Boat Club

Stamford, CT
09/2023 → 05/2025

University Of Rhode Island Academic Enhancement Center

Kingston, RI
06/2024 → 08/2024

Interactive Brokers

Greenwich, CT
10/2019 → 05/2020

Michaels Stores

Stamford, CT
09/2017 → 06/2021

Westhill High School

Stamford, CT
09/2021 → 05/2025

University Of Rhode Island

Stamford, CT
09/2014 → 08/2017

Turn Of River Middle School

Stamford, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-16
S63	Uniform Securities Agent State Law Examination	2025-09-24