MH
MH

Michael Hollen

18 Years of Experience
Holladay, UT
Broker

Michael Hollen is a registered investment advisor at Morgan Stanley, based in Holladay, UT, with 18 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

6510 South Millrock Drive, Suite 100, Holladay, UT, 84121

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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

Michael is a non-manager member of Three Mutts LLC, a real estate venture, since April 2021. He spends minimal time on property management after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 2 yrs
Morgan Stanley
September 2024 - Present · 2 yrs
Morgan StanleyBroker
September 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
September 2023 - January 2024 · 4 mos
Morgan StanleyBroker
March 2023 - January 2024 · 10 mos
E*trade Capital Management, LLC
August 2020 - September 2023 · 3 yrs 1 mo
E*trade Securities LLCBroker
July 2014 - September 2023 · 9 yrs 2 mos
Strategic Advisers, INC.
February 2008 - July 2012 · 4 yrs 5 mos
Fidelity Brokerage Services LLCBroker
November 2006 - July 2012 · 5 yrs 8 mos
World Group Securities, INC.Broker
April 2002 - November 2002 · 7 mos
Wma Securities, INC.Broker
June 2001 - April 2002 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Hollen - Financial Advisor | TrueAdvisor