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Hemang Shashikant Bhojani

Morgan Stanley

Purchase, NY

CRD 6286159

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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
NY RA APPROVED 2021-06-16
CT RA APPROVED 2018-10-15
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2018-10-15

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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
Affluo, Llc Austin TX 07/2012 05/2018
Morgan Stanley Purchase NY 05/2018 Present
  • 07/2012 → 05/2018
    Affluo, Llc
    Austin, TX
  • 05/2018 → Present
    Morgan Stanley
    Purchase, NY
Previous Registrations
  • 2018-01-03 → 2018-11-21
    Affluo, Llc
    Austin, TX
  • 2014-02-11 → 2017-12-31
    Affluo, Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-10
  • S65 Uniform Investment Adviser Law Examination
    2013-09-10
Other Names
  • Hemang S Bhojani

View on SEC IAPD

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