Ronald W. Holt

CHANNING GLOBAL ADVISORS

Miami, FL 33131

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CRD#: 2188924

Professional summary

Ronald Wayne Holt JR, who also goes by Ron Holt Jr, Ronald Wayne Jr Holt, is a registered financial advisor currently at CHANNING GLOBAL ADVISORS, LLC located in Miami, Florida.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Ronald has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Holt Jr | Ronald Wayne Jr Holt

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) - RIA

Click below to view Ronald Wayne Holt 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

October 5, 2020 - Present

CHANNING GLOBAL ADVISORS, LLC

Office #1: 801 Brickell Ave Suite 817, Miami, FL 33131

RIA

CRD#: 290893

Miami, FL

Past

February 3, 2015 - December 31, 2017

PREMIS CAPITAL PARTNERS, INC.

RIA

CRD#: 106039

FT. LAUDERDALE, FL

Past

November 25, 1991 - September 24, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHANNING GLOBAL ADVISORS, LLC

CRD#: 290893 / SEC#: 801-112256

RIA

Registered Investment Advisory firm - (1/4/2018 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/5/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/22/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/21/1997

General Securities Principal Examination

Current Firm

CHANNING GLOBAL ADVISORS, LLC

CRD#: 290893 / SEC#: 801-112256

RIA

Registered Investment Advisory firm - (1/4/2018 Approved)

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Contact information

Main Address

801 Brickell Ave Suite 817, Miami, FL 33131

Mailing Address

Phone number

(305) 901-5315

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CHANNING GLOBAL ADV-PART 2 BROCHURE 3-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 844,225,000

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.

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Ronald W. Holt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Wayne Holt JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANNING GLOBAL ADVISORS, LLC

PREMIS CAPITAL PARTNERS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CHANNING GLOBAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/15/1997

Series 7

Date: 11/22/1991

Series 24

Date: 4/21/1997

Current Firm

CHANNING GLOBAL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANNING GLOBAL ADVISORS, LLC

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