MH
MH

Michael Holland

42 Years of Experience
Oklahoma City, OK
Broker

Michael Holland is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a board member and president for K-Life, a religious organization in Branson, Missouri, since 2019. He spends minimal time on business development, growth, and administrative tasks for this organization.

Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2017 - June 2023 · 5 yrs 7 mos
UBS Financial Services INC.Broker
November 2017 - June 2023 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1989 - November 2017 · 28 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1984 - November 2017 · 32 yrs 11 mos
First Investors CorporationBroker
November 1983 - October 1984 · 11 mos
State Registrations34 states
ARAZCACODEFLGAIAIDILINKSKYLAMAMIMNMOMSNCNENMNVNYOHOKORSCSDTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Holland - Financial Advisor | TrueAdvisor