Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
42yrs
Michael Hack has worked in the financial industry for 42 years and is a fiduciary financial advisor based in San Jose, California. Michael has been with Morgan Stanley since 2009; before that, Michael spent two years at Morgan Stanley & Co. and a year at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in San Jose
Office225 West Santa Clara Street Suite 900, San Jose, CA 95113
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Apr 2006 – Apr 2007Morgan Stanley DW Inc.Previously
- 1997 – 2006UBS Financial Services Inc.Previously
Contact Michael
Local office(408) 947-2200Ask for Michael. (914) 225-5510Main office · Purchase, NY 225 West Santa Clara Street Suite 900San Jose, CA 95113Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (408) 947-2200 or the Morgan Stanley main office at (914) 225-5510, and ask for Michael Hack.
How long has Michael been a financial advisor?
Michael has been in the industry since 1984, about 42 years. Top 2% by experience in San Jose.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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