George Wall Holden

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

• 04/2015 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cary, NC
• 08/2015 → 08/2021
  Bank Of America, N.A.
  Cary, NC
• 08/2021 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 09/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-04-17 → 2021-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Raleigh, NC
• 2009-02-19 → 2015-04-28
  Ubs Financial Services Inc.
  Raleigh, NC
• 1993-12-01 → 2009-02-20
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC

Other Businesses

*462510- NSH Properties LLC; Investment related No; Cary, North Carolina; Real Estate; Real Estate (proprietor, partner, officer, director, employee, trustee, agent); 01/2012; During business hours: 0; After business hours: 0; passive role, no active duties

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-03-12
• S63 Uniform Securities Agent State Law Examination
  1992-02-27

Other Names

• George Wall Holden
• George Wall Holden