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Scott Holzer is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 38 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
760 West Main Street, Barrington, IL, 60010
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Regulatory History (1)
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Customer Dispute
December 1999Denied
Employment History
Current Registrations
Morgan Stanley
August 2012 - Present · 13 yrs 9 mos
Morgan StanleyBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
October 2004 - August 2012 · 7 yrs 10 mos
UBS Financial Services INC.Broker
October 2004 - August 2012 · 7 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
December 1999 - July 2003 · 3 yrs 7 mos
Prudential Securities IncorporatedBroker
November 1999 - July 2003 · 3 yrs 8 mos
Painewebber IncorporatedBroker
January 1995 - December 1999 · 4 yrs 11 mos
Smith Barney INC.Broker
July 1993 - January 1995 · 1 yr 6 mos
Lehman Brothers INC.Broker
July 1987 - July 1993 · 6 yrs
State Registrations40 states
ALAZCACOCTDCFLGAHIIAILINKSKYLAMAMDMIMNMOMSNCNENHNJNMNVNYOHORPARISCSDTNTXVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.