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Hollie Hunt

14 Years of Experience
Charlotte, NC
Broker

Hollie Hunt is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 14 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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

Hollie works as a voiceover actress for animation projects since January 2024. This entertainment work takes minimal time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2021 - November 2023 · 2 yrs
J.P. Morgan Securities LLC
November 2021 - November 2023 · 2 yrs
Morgan Stanley
June 2015 - October 2021 · 6 yrs 4 mos
Morgan StanleyBroker
June 2015 - October 2021 · 6 yrs 4 mos
Northwestern Mutual Investment Services,llc
February 2014 - June 2015 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
February 2014 - June 2015 · 1 yr 4 mos
Waddell & Reed
April 2013 - January 2014 · 9 mos
Waddell & Reed, INC.Broker
March 2013 - January 2014 · 10 mos
PFS Investments INC.Broker
December 2011 - June 2012 · 6 mos
Lime Brokerage LLCBroker
January 2009 - November 2009 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.