Best Investors Account Sign in

Jamie Lynn Racine Hollenbeck

Morgan Stanley

Burlington, MA

Boston, MA

CRD 4295237

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-07-02
  • TX RA
    APPROVED_RES
    Since 2010-07-02

Branch Locations

Burlington, MA • United States

28 State Street 26Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Boston MA 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Boston, MA
Other Businesses

Independent Contractor for the entity; Burlington, MA; Instructor; Investment related; 06/2017; During business hours: 0; After business hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-25
S63 Uniform Securities Agent State Law Examination 2001-01-22
  • S65 Uniform Investment Adviser Law Examination
    2007-07-25
  • S63 Uniform Securities Agent State Law Examination
    2001-01-22
Other Names
  • Jamie Lynn Racine
  • Jamie Lynn Racine-Hollenbeck
  • Jamie L. Racine Hollenbeck

View on SEC IAPD

More in Burlington, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor