Holly
Pecarek

Morgan Stanley

CRD#2968081
Investment Advisor
in Atlanta, GA
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About this Advisor

Holly Pecarek is a certified financial planner working out of Atlanta, Georgia, who has been in the financial industry for 10 years. Pecarek is currently employed by Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley & Co Inc, Morgan Stanley Smith Barney and Morgan Stanley. Pecarek maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Georgia. Morgan Stanley is a financial advisory firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 702 locations and a total of 26,000 employees. It has $735 billion in assets under management among its 1,724,668 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 283 charitable organizations. The advisory firm provides a number 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. Financial advisory fees usually are based on which services the firm provides the client. Fees billed by Morgan Stanley most likely are comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, 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

3455 Peachtree Rd Ne Ste 1400
Atlanta, GA 30326

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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

Holly Pecarek Work History

Holly has 10 years of experience.

2018 - Present (1 years)

Morgan Stanley

2009 - 2017 (8 years)

Morgan Stanley & Co Inc

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

Disclosures

Holly Pecarek has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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