Hannah O Sisk
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyMar 2025 to now
- Wells Fargo Clearing Services, LLCSep 2024 to Feb 2025
- Morgan StanleyJul 2022 to Sep 2024
- Paces Ferry Wealth AdvisorsFeb 2022 to Jul 2022
- Principal SecuritiesNov 2021 to Feb 2022
- Principal Life InsuranceSep 2021 to Feb 2022
- Carr, Riggs & IngramMar 2021 to Oct 2021
- Lincoln InvestmentJul 2019 to Sep 2021
- Hexagon GeospatialOct 2017 to Jun 2019
- J.P. Morgan Securities LLCMay 2014 to Oct 2017
- JPMorgan Chase Bank NAMay 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6107974
- Firm CRD
- 149777