Sadia Hasan
Investment adviser representative at Morgan Stanley
16 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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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
16 years in the industry.
- Morgan Stanley Private Bank, N.AJul 2026 to now
- Morgan StanleyJun 2026 to now
- Morgan Stanley Smith Barney LLCMay 2026 to now
- Bank of America, N.A.Jan 2021 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to May 2026
- Bancwest Investment ServicesApr 2019 to Dec 2020
- Bank of the WestApr 2019 to Dec 2020
- Mufg Union BankJun 2017 to Mar 2019
- Unionbanc Investment ServicesJun 2017 to Mar 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors LLCJan 2014 to Nov 2016
- Wells Fargo Bank NAOct 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 6290176
- Firm CRD
- 149777