Charlene
Holland

Morgan Stanley

CRD#3043381
Investment Advisor
in Atlanta, GA
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About this Advisor

Charlene Holland is a certified financial planner who works out of Atlanta, Georgia, who has 10 years of financial industry experience. Holland currently works for Morgan Stanley. Throughout their career, Holland has worked at Bb&T Investments, Suntrust Investment Services, Inc, Suntrust Bank, Morgan Stanley Private Bank, National Association and Morgan Stanley. Holland maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Morgan Stanley is a financial advisory firm that has its headquarters in Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in assets among its 1,724,668 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 283 charities and foundations. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on the type of financial services. Fees charged by Morgan Stanley likely consist of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

GA Average: $7,464,549,021
Total Number of Employees

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Charlene Holland Work History

Charlene has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2015 - Present (4 years)

Morgan Stanley

2011 - 2015 (4 years)

Suntrust Investment Services, Inc

2011 - 2015 (4 years)

Suntrust Bank

2009 - 2011 (2 years)

Bb&T Investments

2008 - 2008 (< 1 year)

Bb&T Investments

Disclosures

Charlene Holland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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