AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BH

Bernard E. Holst

DELAWARE DISTRIBUTORS, L.P.
Philadelphia, PA 19106
Some features on this profile are disabled
CRD#: 1751930
BH

Professional summary

Bernard Edward Holst JR, who also goes by Bernard E Holst, Bernard Holst, Bernard E Holst Jr, is a registered financial advisor currently at DELAWARE DISTRIBUTORS, L.P. located in Philadelphia, Pennsylvania.

Bernard is registered as a RR (Registered Representative) and started their career in finance in 2000. Bernard has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bernard E Holst | Bernard Holst | Bernard E Holst Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bernard Edward Holst JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 2, 2008 - Present

DELAWARE DISTRIBUTORS, L.P.

Office #1: 610 Market St 100 Independence, Philadelphia, PA 19106
BD
CRD#: 14232
Philadelphia, PA
Past

August 11, 2000 - December 4, 2006

NUVEEN SECURITIES, LLC

BD
CRD#: 469
RADNOR, PA
Past

May 8, 2000 - December 5, 2006

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA
CRD#: 106562
RADNOR, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DD
DELAWARE DISTRIBUTORS, L.P.
DELAWARE DISTRIBUTORS, L.P. | DELAWARE DISTRIBUTORS,INC.

CRD#: 14232 / SEC#: , 8-29755

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 Independence 610 Market Street, Philadelphia, PA 19106-2354
Mailing Address
100 Independence 610 Market Street, Philadelphia, PA 19106-2354
Phone number
(215) 255-1200
Established
Delaware since 12/21/1994
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
DELAWARE INVESTMENTS DISTRIBUTION PARTNERS, INC. ("DIDP")LIMITED PARTNER OF APPLICANT
IVY DISTRIBUTORS, INC.LIMITED PARTNER OF APPLICANT
CONNOR, DAVID FORRESTERDIRECTOR4243088
DELAWARE CAPITAL MANAGEMENT, A SERIES OF NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST,("DCM")LIMITED PARTNER OF APPLICANT
DELAWARE DISTRIBUTORS, INC. ("DDI")GENERAL PARTNER OF APPLICANT
GARVEY, THOMAS FCHIEF COMPLIANCE OFFICER2845051
HOBAN, STEPHEN (NO MIDDLE NAME)FINOP5089370
HOBAN, STEPHEN (NO MIDDLE NAME)VP/CHIEF FINANCIAL OFFICER5089370
HUTCHINSON, MILISSA ANNPRESIDENT5727922
LYTLE, SHAWN KEITHDIRECTOR5816747
SALUS, RICHARD (NO MIDDLE NAME)DIRECTOR2850592

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232Philadelphia, PA 19106

TRUST BUT VERIFY

Monitor Bernard Holst

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Boris Niko
Boris NikoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Delray Beach, FL
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.