SH
CFA
SH
CFA

Scott Holland

18 Years of Experience
West Conshohocken, PA
Broker

Scott Holland is a CFA-designated registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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

Scott is a co-manager of Holland Family Investment Company, LLC and HFIC-2-LLC, both family LLCs created for estate planning purposes, dedicating a few hours per week to each. He also manages rental property and serves as a trustee or co-trustee for several trusts, spending minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - April 2013 · 4 yrs 6 mos
J.P. Morgan Securities INC.Broker
November 2007 - October 2008 · 11 mos
State Registrations26 states
AZCACOCTDCDEFLGAILMAMDMEMINCNHNJNYOHOKPASCTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Scott Holland - Financial Advisor | TrueAdvisor