Morgan Stanley
47yrs
Top 1% by experience in Illinois
39yrs
Scott Holzer
Financial advisor at Morgan Stanley
Scott Holzer has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Barrington, Illinois. Scott has been with Morgan Stanley since 2012; before that, Scott spent eight years at UBS Financial Services and a year at Wells Fargo Advisors. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 194 advisors with offices in Barrington, and one of 183 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Illinois
Office760 West Main Street Suite 200, Barrington, IL 60010
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowMorgan StanleyCurrent firm
- 2004 – 2012UBS Financial Services Inc.Previously
- Jul 2003 – Nov 2004Wells Fargo Clearing Services, LLCPreviously
- 1999 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Morgan Stanley at 914-225-5510 and ask for Scott Holzer. Scott works from the Barrington, IL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1987, about 39 years. Top 4% by experience in Illinois.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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