Valentina J. Holland

Some features on this profile are disabled

CRD#: 7445170

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Valentina Juliet Holland, who also goes by Valentina Juliet Dibbi, was a registered financial professional .

Valentina is a previously registered financial professional and started their career in finance in 2021. Valentina had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Valentina Juliet Dibbi

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 15, 2023 - September 12, 2023

NOVUS ADVISORS

RIA

CRD#: 157908

GREENVILLE, SC

Past

November 8, 2021 - December 16, 2021

FAMILY LEGACY, INC.

RIA

CRD#: 110945

GREENVILLE, SC

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".

NOVUS ADVISORS

BLUE STAR WEALTH MANAGEMENT, LLC | NOVUS ADVISORS, LLC | NOVUS ADVISORS

CRD#: 157908 / SEC#: 801-78828

RIA

Registered Investment Advisory firm - (11/19/2013 Approved)

South Carolina

Registered Investment Advisory firm - (6/25/2013 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 10/11/2021

Uniform Investment Adviser Law Examination

Current Firm

NOVUS ADVISORS

BLUE STAR WEALTH MANAGEMENT, LLC | NOVUS ADVISORS, LLC | NOVUS ADVISORS

CRD#: 157908 / SEC#: 801-78828

RIA

Registered Investment Advisory firm - (11/19/2013 Approved)

South Carolina

Registered Investment Advisory firm - (6/25/2013 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

607 Pendleton Street Suite 101-b, Greenville, SC 29601

Mailing Address

Phone number

(864) 272-3579

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/28/2025)

ADV PART 2B - RH (2/28/2025)

ADV PART 2B - CC (2/28/2025)

ADV PART 2B - SS (2/28/2025)

ADV PART 2B - DR (2/28/2025)

ADV PART 2B - JB (2/28/2025)

ADV PART 2B - DK (2/28/2025)

Regulatory assets under management

Total Number of Accounts	617
AUM (Assets Under Management)	$ 202,942,595

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Valentina J. Holland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NOVUS ADVISORS

FAMILY LEGACY, INC.

Primary Firm SEC Registration

NOVUS ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2021

Current Firm

NOVUS ADVISORS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVUS ADVISORS

TRUST BUT VERIFY

Similar Advisors