Chester W. Holliday
Professional summary
Chester William Holliday, CFP®, who also goes by William Holliday, is a registered financial advisor currently at ELITE WEALTH MANAGEMENT, LLC located in San Diego, California.
Chester is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Chester has worked at 3 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 Chester William Holliday's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
February 15, 2022 - Present
ELITE WEALTH MANAGEMENT, LLC
Office #1: 2727 Camino Del Rio S Suite 150, San Diego, CA 92108January 11, 2019 - March 7, 2022
ANDINA FAMILY OFFICES
March 24, 2017 - December 31, 2018
ANDINA FAMILY OFFICES
April 25, 2016 - August 3, 2016
MORGAN STANLEY
March 31, 2016 - August 3, 2016
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2022)
Exams
Current Firm
ELITE WEALTH MANAGEMENT, LLC
CRD#: 317481 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 1,100,000 |
Red Flags
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