William J. Holevoet
Professional summary
William James Holevoet, who also goes by Bill Holevoet, is a registered financial advisor currently at DAVIDSON INVESTMENT ADVISORS, INC. located in Seattle, Washington.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William James Holevoet's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2014 - Present
DAVIDSON INVESTMENT ADVISORS, INC.
Office #1: 701 5th Ave Suite 4050, Seattle, WA 98104November 14, 2001 - January 17, 2003
GOLDMAN SACHS & CO. LLC
December 7, 1993 - June 18, 1999
FIRSTAR INVESTMENT SERVICES,INC.
Primary Firm SEC Registration
DAVIDSON INVESTMENT ADVISORS, INC.
CRD#: 110552 / SEC#: 801-10883
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2014)
Exams
Current Firm
DAVIDSON INVESTMENT ADVISORS, INC.
CRD#: 110552 / SEC#: 801-10883
Contact information
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,368 |
| AUM (Assets Under Management) | $ 5,033,311,528 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/13/2025 | ||
| 09/27/2024 | ||
| 11/13/2023 | ||
| 12/22/2022 |
Red Flags
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