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Carrie Horlings

25 Years of Experience
Grand Rapids, MI
Broker

Carrie Horlings is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 25 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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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

Carrie is an independent business owner with Amway Global, purchasing household products and building a network for sales, dedicating about 10-20% of her time. She also serves as treasurer for her neighborhood association, overseeing finances and signing off on service requests.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.
February 2011 - September 2025 · 14 yrs 7 mos
UBS Financial Services INC.Broker
May 2000 - September 2025 · 25 yrs 4 mos
State Registrations15 states
AZCAFLIDILINKYMDMIMONCNENHTNWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Carrie Horlings - Financial Advisor | TrueAdvisor