HF
HF

Holly Foster

18 Years of Experience
Eugene, OR
Broker

Holly Foster is a registered investment advisor at Morgan Stanley, based in Eugene, OR, 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

975 Oak Street Suite 300, Eugene, OR, 97401

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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 registered with Yoga Alliance as a yoga teacher since February 2024. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 5 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
RBC Capital Markets, LLC
April 2015 - March 2022 · 6 yrs 11 mos
RBC Capital Markets, LLCBroker
August 2012 - March 2022 · 9 yrs 7 mos
Ing Financial Partners, INC.Broker
February 2008 - August 2012 · 4 yrs 6 mos
State Registrations39 states
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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.