Ayaz Hasan

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2024
  Morgan Stanley Smith Barney Llc
  Baltimore, MD
• 11/2020 → 02/2024
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2024 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2015-12-09 → 2024-02-20
  Morgan Stanley
  Bethesda, MD
  Lutherville, MD
  Baltimore, MD
  Lutherville, MD
• 2013-05-06 → 2015-10-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, MD
  Zanesville, OH
• 2009-04-15 → 2012-05-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 2008-11-14 → 2009-03-31
  Stanford Capital Management, Llc
  Baltimore, MD
• 2007-12-06 → 2008-12-03
  Citigroup Global Markets Inc.
  Lutherville, MD

Exams

• S66 Uniform Combined State Law Examination
  2007-11-30

Designations

• Certified Financial Planner