HA
Hannah Ann Perez
CRD 6662486
Firms
| Firm | Role | As of |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Herbst Group, Llc
Chief Operations Officer And Chief Compliance Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗