MH
MH

Maeghan Holmes

13 Years of Experience
Troy, MI
Broker

Maeghan Holmes is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 13 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

101 West Big Beaver Road, Suite 1200, Troy, MI, 48084

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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

Maeghan owns and operates HolmesMade by Maeghan, an Etsy shop selling handmade and vintage items since 2022, dedicating about 10-20% of her time after business hours. She is also a fellowship recipient at Wayne State University School of Information Sciences, spending about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2018 - Present · 7 yrs 5 mos
Morgan StanleyBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - November 2018 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - November 2018 · 2 yrs 6 mos
J.P. Morgan Securities LLCBroker
March 2013 - May 2016 · 3 yrs 2 mos
Cuso Financial Services, L.P.
January 2012 - January 2013 · 1 yr
Cuso Financial Services, L.P.Broker
January 2012 - January 2013 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Maeghan Holmes - Financial Advisor | TrueAdvisor