Holly T. Sackett

JEMMA FINANCIAL SERVICES

Baltimore, MD 21286

Some features on this profile are disabled

CRD#: 6449080

Professional summary

Holly Theresa Sackett, AIF®, who also goes by Holly Theresa Bangs, Holly T Sackett, is a registered financial advisor currently at JEMMA FINANCIAL SERVICES located in Baltimore, Maryland and GREENSPRING ADVISORS, LLC located in Towson, Maryland.

Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Holly has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Holly Theresa Bangs | Holly T Sackett

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 Holly Theresa Sackett'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 19, 2022 - Present

JEMMA FINANCIAL SERVICES

Office #1: 810 Gleneagles Court Suite 109, Baltimore, MD 21286

RIA

CRD#: 284198

Baltimore, MD

Current

June 2, 2023 - Present

GREENSPRING ADVISORS, LLC

Office #1: One West Pennsylvania Avenue Suite 500, Towson, MD 21204

RIA

CRD#: 132669

Towson, MD

Past

May 27, 2016 - June 22, 2021

BOLTON INVESTMENT

RIA

CRD#: 104684

BALTIMORE, MD

Past

March 2, 2015 - January 19, 2016

CAPITAL PORTFOLIO MANAGEMENT, INC.

CRD#: 29302

TIMONIUM, MD

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".

GREENSPRING ADVISORS, LLC

CRD#: 132669 / SEC#: 801-67570

RIA

Registered Investment Advisory firm - (2/22/2007 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2007 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/23/2007 Terminated)

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).

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
(10/19/2022)

IAR

Maryland
(10/19/2022)

IAR

Pennsylvania
(10/20/2022)

IAR

Texas
(10/24/2022)

IAR

Washington
(10/19/2022)

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: 5/27/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/28/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREENSPRING ADVISORS, LLC

CRD#: 132669 / SEC#: 801-67570

RIA

Registered Investment Advisory firm - (2/22/2007 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2007 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/23/2007 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One West Pennsylvania Avenue Suite 500, Towson, MD 21204

Mailing Address

Phone number

(443) 564-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (10/31/2025)

Regulatory assets under management

Total Number of Accounts	4,764
AUM (Assets Under Management)	$ 3,775,318,486

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.

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Holly T. Sackett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Theresa Sackett's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEMMA FINANCIAL SERVICES

GREENSPRING ADVISORS, LLC

BOLTON INVESTMENT

CAPITAL PORTFOLIO MANAGEMENT, INC.

Primary Firm SEC Registration

GREENSPRING ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2016

SIE

Date: 1/19/2016

Series 6

Date: 2/28/2015

Current Firm

GREENSPRING ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENSPRING ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors