Brae S. Holdridge

SOMEDAY ADVISORS

Denver, CO

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CRD#: 5013557

Professional summary

Brae Sinclair Holdridge, CFP®, who also goes by Brae S Holdridge, is a registered financial advisor currently at SOMEDAY ADVISORS located in Denver, Colorado.

Brae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brae has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brae S Holdridge

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 Brae Sinclair Holdridge'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®

CFP^®

Certified Financial Planner

Experience

Current

May 28, 2021 - Present

SOMEDAY ADVISORS

RIA

CRD#: 314615

Denver, CO

Past

December 8, 2017 - April 22, 2021

STANDARD PLANNING COMPANY

RIA

CRD#: 129507

HERMOSA BEACH, CA

Past

July 30, 2014 - May 6, 2015

BROWNSON, REHMUS & FOXWORTH, INC.

RIA

CRD#: 110608

CHICAGO, IL

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

Colorado
(7/19/2024)

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

IAR

Series 65

Date: 7/30/2014

Uniform Investment Adviser Law Examination

Current Firm

SOMEDAY ADVISORS

SOMEDAY ADVISORS | SOMEDAY ADVISORS LLC

CRD#: 314615 / SEC#:

California

Registered Investment Advisory firm - (12/7/2024 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Denver, CO

Mailing Address

700 Colorado Blvd #739, Denver, CO 80206

Phone number

(424) 235-4466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Brae S. Holdridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brae Sinclair Holdridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOMEDAY ADVISORS

STANDARD PLANNING COMPANY

BROWNSON, REHMUS & FOXWORTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2014

Current Firm

SOMEDAY ADVISORS

Contact information

Documents

Red Flags

Company Information

SOMEDAY ADVISORS

TRUST BUT VERIFY

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