Michael T. Holloway

PORTSIDE INVESTMENT ADVISORS

PORT WASHINGTON, WI 53074

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CRD#: 4783026

Professional summary

Michael T Holloway is a registered financial advisor currently at PORTSIDE INVESTMENT ADVISORS, LLC located in Port Washington, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Michael T Holloway'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

May 11, 2018 - Present

PORTSIDE INVESTMENT ADVISORS, LLC

Office #1: 1091 Shieling Ln Suite 140, Port Washington, WI 53074

RIA

CRD#: 294494

PORT WASHINGTON, WI

Past

March 16, 2018 - November 26, 2019

LEGACY WEALTH MANAGEMENT, LLC

RIA

CRD#: 143073

MEQUON, WI

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

Wisconsin
(5/11/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2018

Uniform Investment Adviser Law Examination

Current Firm

PORTSIDE INVESTMENT ADVISORS, LLC

CRD#: 294494 / SEC#:

Wisconsin

Registered Investment Advisory firm - (5/2/2018 Approved)

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Contact information

Main Address

1091 Shieling Ln Suite 140, Port Washington, WI 53074

Mailing Address

Phone number

(262) 518-0347

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 66,330,576

Red Flags

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

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Michael T. Holloway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael T Holloway's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTSIDE INVESTMENT ADVISORS, LLC

LEGACY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2018

Current Firm

PORTSIDE INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORTSIDE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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