NH
NH

Natalie Holden

15 Years of Experience
Houston, TX
Broker

Natalie Holden is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 15 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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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

Natalie is a board member for Women's Masters Network, spending a few hours per week on business development. She also serves as Power of Attorney and Co-Trustee for two entities, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Touchstone Securities, INC.Broker
July 2010 - July 2019 · 9 yrs
Touchstone Securities, INC.Broker
June 2008 - August 2008 · 2 mos
Ifs Fund Distributors, INC.Broker
June 2008 - August 2008 · 2 mos
State Registrations51 states
AKALARAZCACTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.