Mark Holody is a registered investment advisor at Morgan Stanley, based in Ann Arbor, MI, 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
2001 Commonwealth Boulevard, Ann Arbor, MI, 48105
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2021 - Present · 4 yrs 8 mos
Morgan Stanley
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Caitlin John, LLC
August 2020 - November 2021 · 1 yr 3 mos
Securities America Advisors, INC.
January 2012 - August 2020 · 8 yrs 7 mos
Securities America, INC.Broker
June 2011 - August 2020 · 9 yrs 2 mos
Equitas America, LLCBroker
September 2010 - September 2010 · 0 mos
State Registrations41 states
AKALAZCACOCTDCDEFLGAIAILINKYLAMAMDMIMNMONCNENJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.