MH
MH

Mitchelle Holland

34 Years of Experience
Jacksonville, FL
Broker

Mitchelle Holland is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 34 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

50 North Laura Street, Suite 2000, Jacksonville, FL, 32202

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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

Mitchelle is an agent/personal representative and trustee/co-trustee for a rental home trust in Atlantic Beach, Florida, since 2021. This investment-related activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 1991 - April 2007 · 15 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 1991 - April 2007 · 15 yrs 5 mos
State Registrations26 states
ALCACOFLGAIAILINKSKYMAMDMIMSNCNJNMNVNYOHPARISCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.