RH
RH

Robert Holly

35 Years of Experience
Sea Girt, NJ
Broker

Robert Holly is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 35 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

2150 Highway 35, Suite 200, Sea Girt, NJ, 08750

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a university relations committee member for the Old Guard of Princeton since September 2024. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 5 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 5 mos
Previous Registrations
Academy Securities, INC.Broker
June 2018 - January 2020 · 1 yr 7 mos
Loop Capital Markets LLCBroker
September 2016 - June 2018 · 1 yr 9 mos
Guggenheim Securities, LLCBroker
March 2009 - June 2016 · 7 yrs 3 mos
Jefferies & Company, INC.Broker
April 2004 - March 2009 · 4 yrs 11 mos
Bengal Partners LLCBroker
October 1998 - April 2004 · 5 yrs 6 mos
Wilkinson Boyd Capital Markets, INCBroker
August 1990 - July 1998 · 7 yrs 11 mos
S.N. Phelps & CO.Broker
March 1987 - July 1987 · 4 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Holly - Financial Advisor | TrueAdvisor