Scott A Holland

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2015 → Present
  Morgan Stanley Smith Barney Llc
  West Conshohocken, PA

Other Businesses

1. HOLLAND FAMILY INVESTMENT COMPANY, LLC. HILTON HEAD ISLAND, SC; CREATED FOR ESTATE PLANNING PURPOSES. CO-MANAGER; 12/2009; 5-10 HOURS PER MONTH.LESS THAN 1 HOUR PER MONTH DURING TRADING HRS; AS CO-MANAGER, I AM JOINTLY RESPONSIBLE FOR THE MANAGEMENT OF THE ASSETS OWNED BY THE LLC. THIS INVOLVES SECURITY SELECTION, ASSET ALLOCATION AND MONITORING THE ASSETS** 2. HFIC-2-LLC; INVESTMENT RELATED; HILTON HEAD ISLAND, SC; FAMILY LLC CREATED FOR ESTATE PLANNING PURPOSES; CO MANAGER FOR THE LLC; 5-10 HRS PER MONTH; LESS THAN 1 HR.MONTH DURING TRADE HRS. AS CO MANAGER I AM JOINTLY RESPONSIBLE FOR THE MANAGEMENT OF THE ASSETS OWNED BY THE LLC; 11/2012 4. Investment Related (Y or N): Y Business Address (City, State): Philadelphia, PA Nature of the business: Real Estate/Property Rental Relationship/position: Sole Proprietor/ Owner/ Partner Hours during trading hours: 0 Number of hours after business hours: 1 Description: Manage property & collect rent from tenants *386229 - Trust ;Investment related; Trust; Successor Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 0; After business hours: 0. *386230 - Trust ;Investment related; Trust; Successor Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 0; After business hours: 0. *386231- Trust ;Investment related; Trust; Co-Successor Trustee (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 0. *386270 - Trust ;Investment related; Trust; Successor Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 0. * 480413 - Trust; Investment related Yes; Oklahoma City, Oklahoma; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 0; After business hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-12-04

Designations

• Chartered Financial Analyst