Holly Christine 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Holly C Matus, Holly Christine Mcallister, Holly Christine Yeck
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2350 Oakmont Way, Suite 104, Eugene, OR 97401Phone Number
(541) 359-0388# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,176AUM (Assets Under Management)
$487,370,819Similar Advisors
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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.
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Primary Firm SEC Registration
44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(8/27/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Holly Christine Matus's CRS (Customer Relationship Summary).
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