Hailey Claudine Roper

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:

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

Current Employers

Employment History

• 04/2024 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2024 → 04/2024
  Lafayette Public House
  Lafayette, CA
• 07/2023 → 10/2023
  Insight Global
  San Ramon, CA
• 04/2023 → 06/2023
  Social Bird
  Lafayette, CA
• 08/2016 → 08/2022
  Primos Pizzeria And Pub
  Danville, CA
• 06/2019 → 08/2019
  W.L. Hickey And Sons Inc
  Sunnyvale, CA
• 08/2021 → 12/2022
  California State University Channel Islands
  Camarillo, CA
• 08/2018 → 12/2020
  Diablo Valley College
  San Ramon, CA
• 10/2023 → 01/2024
  Unemployed
  Alamo, CA
• 12/2022 → 04/2023
  Unemployed
  Alamo, CA
• 08/2014 → 05/2018
  San Ramon Valley High School
  Danville, CA
• 08/2017 → 10/2017
  Sweetwater Tavern
  Danville, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-04-20

Other Names

• Hailey C Roper