Melissa Holt is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa acts as a trustee/co-trustee for a trust since 2015, and also holds power of attorney and successor roles for estates since 2021. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
First Maryland Brokerage CorporationBroker
State Registrations26 states
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