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Nicholas Robert Hasselkus

Morgan Stanley

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About Nicholas Robert Hasselkus

Nicholas Hasselkus is a financial advisor currently registered with Morgan Stanley. Nicholas has been in the industry for over 20 years, beginning his career in 1999. Nicholas is registered to provide investment advice in several states. Nicholas is also a licensed agent with the state of Texas. Nicholas is affiliated with the Scottsdale, AZ office of Morgan Stanley. Prior to joining Morgan Stanley, Nicholas worked for Chase Investment Services Corp., The Huntington Investment Company, BANC One Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, ING Funds Distributor, Inc. and U.S. Bancorp Piper Jaffray Inc. Nicholas has a broad range of experience in the financial services industry and is committed to providing his clients with personalized service and sound investment advice.

Firm Information

Nicholas Hasselkus 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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Nicholas Hasselkus’s Registration & Firm History

AZ

09/17/2014 - Present

Morgan Stanley (Scottsdale AZ)

AZ

10/01/2012 - 01/16/2014

J.P. MORGAN SECURITIES LLC (PHOENIX AZ)

AZ

08/09/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

OH

11/23/2005 - 07/25/2007

THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)

IL

07/06/2005 - 10/04/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

05/19/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

06/18/2002 - 05/16/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/18/2002 - 05/16/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CT

09/26/2001 - 03/27/2002

ING FUNDS DISTRIBUTOR, INC. (WINDSOR CT)

MN

09/18/2000 - 10/03/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

08/12/1999 - 08/04/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/27/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

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 3 public disclosures for Nicholas Robert Hasselkus. Review regulatory record here.
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