James Holzapfel is a registered investment advisor at Morgan Stanley, based in Hagerstown, MD, with 53 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
1185 Imperial Drive, Suite 102, Hagerstown, MD, 21740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a trustee for a friend and the Holzapfel Family Charitable Foundation, and serves on the finance committee for St. Marks Episcopal. He is also involved with multiple organizations including the Washington County Museum of Fine Art, University System of Maryland at Hagerstown, and several LLCs related to baseball and concessions.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Capital Markets CORP.Broker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
State Registrations53 states
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