Taylor D. Hollis
Professional summary
Taylor Dawn Hollis, CFP®, who also goes by Taylor Dawn Craig, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in Nashville, Tennessee.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Taylor has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Dawn Hollis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
March 15, 2022 - Present
RITHOLTZ WEALTH MANAGEMENT
November 18, 2015 - July 13, 2017
FIRST HORIZON ADVISORS, INC.
November 18, 2015 - July 13, 2017
FIRST HORIZON ADVISORS, INC.
Primary Firm SEC Registration
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/15/2022)
Exams
Current Firm
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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