Carleen
Mulholland
Morgan Stanley
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About this Advisor
Carleen Mulholland is a financial advisor based in Reading, Pennsylvania, working with Morgan Stanley. Carleen has previously held a position at Morgan Stanley Smith Barney LLC. Carleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Carleen is part of Morgan Stanley, which operates out of Reading, Pennsylvania. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Carleen Mulholland Work History
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of Carleen Mulholland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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