Tushar S. Modi
Professional summary
Tushar Satish Modi, CFA is a registered financial professional currently at HOLLISTER ASSOCIATES, LLC located in Mount Pleasant, South Carolina.
Tushar is registered as a RR (Registered Representative) and started their career in finance in 2006. Tushar has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Tushar Satish Modi's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 3, 2025 - Present
HOLLISTER ASSOCIATES, LLC
August 4, 2022 - September 28, 2023
EQUITYBEE SECURITIES, LLC
March 29, 2019 - August 30, 2022
SCENIC ADVISEMENT
March 1, 2013 - January 18, 2019
BLACKROCK INVESTMENT MANAGEMENT, LLC
August 20, 2012 - January 18, 2019
BLACKROCK INVESTMENTS, LLC
October 31, 2006 - August 6, 2012
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/3/2025)
(11/4/2025)
(11/3/2025)
(11/3/2025)
(11/3/2025)
(11/3/2025)
Exams
FINRA
Current Firm
HOLLISTER ASSOCIATES, LLC
CRD#: 173366 / SEC#: , 8-69538
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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