HP
CFP
HP
CFP

Holly Pecarek

25 Years of Experience
Atlanta, GA
Broker

Holly Pecarek is a CFP-designated registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Holly works as a contractor for eBay, handling sales and marketing. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Morgan Stanley
January 2010 - May 2017 · 7 yrs 4 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Goldman, Sachs & CO.Broker
October 2005 - March 2008 · 2 yrs 5 mos
UBS Financial Services INC.Broker
May 2005 - October 2005 · 5 mos
Goldman, Sachs & CO.Broker
June 2000 - March 2005 · 4 yrs 9 mos
Invesco Services, INC.Broker
June 1999 - March 2000 · 9 mos
The Robinson-Humphrey Company, LLCBroker
April 1998 - June 1999 · 1 yr 2 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILKSKYLAMAMDMIMOMSNCNJNYOHOKPASCTNTXUTVAWAWI
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.
Holly Pecarek - Financial Advisor | TrueAdvisor