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Heather J Church

Morgan Stanley

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About Heather J Church

Heather Church is a financial advisor registered with Morgan Stanley, having joined the firm in June 2021. Heather previously held positions with J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney, Piper Jaffray & Co., RBC Dain Rauscher Inc., and J.P. Morgan Securities Inc.

Firm Information

Heather Church is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Heather Church’s Registration & Firm History

DC

05/02/2024 - Present

Morgan Stanley (Washington DC)

CA

10/02/2012 - 09/11/2019

J.P. MORGAN SECURITIES LLC (OAKLAND CA)

CA

09/24/2012 - 10/03/2012

CHASE INVESTMENT SERVICES CORP. (PLEASANTON CA)

CA

08/25/2011 - 09/21/2012

MORGAN STANLEY SMITH BARNEY (BERKELEY CA)

MN

09/27/2005 - 07/07/2011

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

NY

08/21/2003 - 10/06/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NY

02/01/2000 - 02/05/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/02/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

CA

03/26/1996 - 02/01/2000

HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)

CA

01/25/1996 - 04/15/1996

VAN KASPER & COMPANY (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 01/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/06/2001

Series 24 - General Securities Principal Examination

BC

Issued 11/22/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/22/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Heather J Church.
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