Stephanie Holden is a registered investment advisor at Morgan Stanley, based in Plano, TX, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
7500 Dallas Parkway, Suite 500, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie prepares and delivers homemade glazed pecans on weekends, dedicating minimal time during business hours and about 10-20% of her time after hours. She also provides notary services in Allen, Texas, spending about 40% of her time after business hours on administrative tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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