John Thomas 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

• 01/2014 → Present
  Morgan Stanley
  Westwood, MA
• 11/2021 → Present
  Morgan Stanley Services Group, Inc
  New York, NY

Previous Registrations

• 2007-04-23 → 2007-05-01
  Oppenheimer & Co. Inc.
  Boston, MA
  Boston, MA

Other Businesses

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA). WASHINGTON, DC. FINANCIAL INDUSTRY REGULATION /ARBITRATOR. IF CALLED UPON, I WOULD SIT ON A PANEL AND LISTEN TO ARBITRATION CASES THAT I WAS ASSIGNED TO. START DATE 11/2009. *602740 - Boston College; Investment Related - No; Chestnut Hill, Massachusetts; Education; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 16; Teaching Digital Forensics Class.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-07
• S63 Uniform Securities Agent State Law Examination
  1999-04-02