HM
HM

Holly Mcnulty

17 Years of Experience
Boca Raton, FL
Broker

Holly Mcnulty is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 17 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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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

Holly is a board member and on the finance committee for the Junior League of Boca Raton since 2019. This takes about 10-20% of her time after business hours and involves accounting, bookkeeping, and business development.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 7 mos
Morgan StanleyBroker
February 2011 - Present · 15 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - January 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - January 2009 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.