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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Holly Pecarek Work History
Holly has 10 years of experience.
Morgan Stanley & Co Inc
Morgan Stanley Smith Barney
Holly Pecarek has no disclosures.
Please visit their SEC profile for more details.