Holly C. Matus
Professional summary
Holly Christine Matus, who also goes by Holly C Matus, Holly Christine Mcallister, Holly Christine Yeck, is a registered financial advisor currently at 44 WEALTH MANAGEMENT LLC located in Eugene, Oregon.
Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Holly has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Holly Christine Matus's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2020 - Present
44 WEALTH MANAGEMENT LLC
Office #1: 2350 Oakmont Way, Suite 104, Eugene, OR 97401June 21, 2016 - August 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 29, 2016 - August 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
44 WEALTH MANAGEMENT LLC
CRD#: 309647 / SEC#: 801-119064
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/27/2020)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
44 WEALTH MANAGEMENT LLC
CRD#: 309647 / SEC#: 801-119064
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,154 |
| AUM (Assets Under Management) | $ 445,903,792 |
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.
Company Information
44 WEALTH MANAGEMENT LLC
CRD#: 309647Eugene, OR 97401TRUST BUT VERIFY
Monitor Holly Matus
Get automatic monthly alerts on:
