Matthew P. Holland

FOX & HOLLAND INVESTING LLC

Rancho Cucamonga, CA 91730

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CRD#: 7466518

Professional summary

Matthew Patrick Holland is a registered financial advisor currently at FOX & HOLLAND INVESTING LLC located in Rancho Cucamonga, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew 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.

Mr. Holland is started with Fox & Stephens CPAs, Inc. in 2010. Since 2020, he has This business is not investment-related. The business is located at 9302 Pittsburgh Ave #200, Rancho Cucamonga, CA 91730. The business offers a range of accounting, tax, and consulting services for individuals, businesses, and organizations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick Holland'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®

None

Experience

Current

March 9, 2022 - Present

FOX & HOLLAND INVESTING LLC

Office #1: 9302 Pittsburgh Ave Suite 200 Rancho Cucamonga, C, Rancho Cucamonga, CA 91730

RIA

CRD#: 317363

Rancho Cucamonga, CA

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

California
(3/30/2022)

IAR

Nevada
(6/26/2024)

IAR

Texas
(3/9/2022)

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: 12/4/2021

Uniform Investment Adviser Law Examination

Current Firm

FOX & HOLLAND INVESTING LLC

CRD#: 317363 / SEC#:

California

Registered Investment Advisory firm - (3/30/2022 Approved)

Nevada

Registered Investment Advisory firm - (6/26/2024 Approved)

Texas

Registered Investment Advisory firm - (2/24/2022 Conditional Restricted)

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Contact information

Main Address

9302 Pittsburgh Avenue Suite 200, Rancho Cucamonga, CA 91730

Mailing Address

Phone number

(909) 980-6050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 49,960,752

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.

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Matthew P. Holland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick Holland's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOX & HOLLAND INVESTING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2021

Current Firm

FOX & HOLLAND INVESTING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOX & HOLLAND INVESTING LLC

TRUST BUT VERIFY

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