Gregory Holland

O'HAGAN GROUP

Bethlehem, PA 18018

CRD#: 6252401

Professional summary

Gregory Holland is a registered financial advisor currently at O'HAGAN GROUP, INC. located in Bethlehem, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gregory has worked at 3 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.

1)UNITED AIRLINES - NEWARK AIRPORT, NJ - NOT INVESTMENT RELATED - PILOT - 85 HR/MO 45 HR/MO DURING TRADING - START DATE 1989 2) INTEGRITY COMMUNICATIONS & UTILITIES LLC - POB 14 LIMEPORT, PA 18060 - NOT INVESTMENT RELATED - OWNER - TELECOMMUNICATIONS MARKETING BUSINESS - 1 HR/MO, 1 HR/MO DURING TRADING HOURS - SINCE 1992

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Holland's CRS (Customer Relationship Summary).

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

September 30, 2021 - Present

O'HAGAN GROUP, INC.

Office #1: 1429 West Broad Street, Bethlehem, PA 18018

RIA

CRD#: 315389

Bethlehem, PA

Past

November 6, 2020 - September 30, 2021

ARBOR POINT ADVISORS

RIA

CRD#: 165127

Bethlehem, PA

Past

September 25, 2013 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

Bethlehem, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

O'HAGAN GROUP, INC.

CRD#: 315389 / SEC#: 801-121753

RIA

Registered Investment Advisory firm - (7/15/2021 Approved)

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

Florida
(3/4/2025)

IAR

Pennsylvania
(9/30/2021)

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: 6/14/2013

Uniform Investment Adviser Law Examination

Current Firm

O'HAGAN GROUP, INC.

CRD#: 315389 / SEC#: 801-121753

RIA

Registered Investment Advisory firm - (7/15/2021 Approved)

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Contact information

Main Address

1429 West Broad Street, Bethlehem, PA 18018

Mailing Address

Phone number

(610) 625-8855

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR THE O'HAGAN GROUP (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,422
AUM (Assets Under Management)	$ 1,021,872,212

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/06/2025	Cover Page	Report
09/26/2024	Cover Page	Report
10/06/2023	Cover Page	Report
10/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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