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Amy Virginia Holcombe

Morgan Stanley

Virginia Beach, VA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-19
VA RA APPROVED 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-19
  • VA RA
    APPROVED
    Since 2025-09-16

Branch Locations

222 Central Park Avenue, Virginia Beach, VA 23462 • 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 & Co. Llc New York NY 04/2013 04/2018
Charles Schwab & Co., Inc. Virginia Beach VA 04/2018 10/2019
Charles Schwab Bank Virginia Beach VA 04/2018 10/2019
Fidelity Brokerage Services Llc Fairlawn OH 10/2019 08/2025
Fidelity Investments Boston MA 03/2025 08/2025
Morgan Stanley Virginia Beach VA 09/2025 Present
  • 04/2013 → 04/2018
    Morgan Stanley & Co. Llc
    New York, NY
  • 04/2018 → 10/2019
    Charles Schwab & Co., Inc.
    Virginia Beach, VA
  • 04/2018 → 10/2019
    Charles Schwab Bank
    Virginia Beach, VA
  • 10/2019 → 08/2025
    Fidelity Brokerage Services Llc
    Fairlawn, OH
  • 03/2025 → 08/2025
    Fidelity Investments
    Boston, MA
  • 09/2025 → Present
    Morgan Stanley
    Virginia Beach, VA
Previous Registrations
  • 2025-03-31 → 2025-08-15
    Strategic Advisers Llc
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Boston, MA
  • 2020-01-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-13
S63 Uniform Securities Agent State Law Examination 2010-07-19
  • S65 Uniform Investment Adviser Law Examination
    2020-01-13
  • S63 Uniform Securities Agent State Law Examination
    2010-07-19
Other Names
  • Amy V Holcombe
  • Amy Virginia Holcombe
  • Amy Holcombe

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

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