Kelly A. Holland
Professional summary
Kelly Ann Holland, who also goes by Kelly Ann Dlubac, is a registered financial professional currently at DAVINCI CAPITAL MANAGEMENT, INC. located in Cambridge, Massachusetts.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 2005. Kelly has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly Ann Holland's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2005 - Present
DAVINCI CAPITAL MANAGEMENT, INC.
Office #1: 801 Cambridge Street, Cambridge, MA 02141State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/21/2006)
(3/21/2006)
Exams
FINRA
Current Firm
DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897 / SEC#: 801-56514, 8-51580
Contact information
FINRA licenses (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 40,216,551 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897Cambridge, MA 02141TRUST BUT VERIFY
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