EH
Evan D. Holley
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
SALT LAKE CITY, UT 84124
Some features on this profile are disabled
CRD#: 6844890
EH
Professional summary
Evan David Holley is a registered financial advisor currently at OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC located in Salt Lake City, Utah.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Evan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MasterControl, not investment related, 6350 S 3000 E, Cottonwood Heights, UT 84121, Account management and sales, Account Manager, Start date: August 2022, 140 hours/month, 4 hours during securities trading hours, Octant receives 100% of my time during the dedicated trading times, I manage customer accounts, introduce new products, manage renewals, and expansion deals.
CRS (Client Relationship Summary) - RIA
Click below to view Evan David Holley's 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®
NoneExperience
Current
August 14, 2017 - Present
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
Office #1: 2055 East 3900 South Suite #100 Suite 100, Salt Lake City, UT 84124RIA
CRD#: 165355
SALT LAKE CITY, UT
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".
OQ
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
MILLCREEK ASSET MANAGEMENT L.L.C. | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | MILLCREEK ASSET MANAGEMENT LLC
CRD#: 165355 / SEC#: 801-80940
RIA
Registered Investment Advisory firm - (2/5/2015 Approved)Illinois
Registered Investment Advisory firm - (2/5/2015 Terminated)Utah
Registered Investment Advisory firm - (8/22/2017 Terminated)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
Utah(8/14/2017)
Current Firm
OQ
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
MILLCREEK ASSET MANAGEMENT L.L.C. | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | MILLCREEK ASSET MANAGEMENT LLC
CRD#: 165355 / SEC#: 801-80940
RIA
Registered Investment Advisory firm - (2/5/2015 Approved)Illinois
Registered Investment Advisory firm - (2/5/2015 Terminated)Utah
Registered Investment Advisory firm - (8/22/2017 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
2055 East 3900 South Suite #100 Suite 100, Salt Lake City, UT 84124
Mailing Address
Po Box 9318, Salt Lake City, UT 84109
Phone number
(307) 201-6275
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 109,961,183 |
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.
