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ZH

Zachary S. Holland

HOLLAND ADVISORY SERVICES
Ormond Beach, FL 32174
Some features on this profile are disabled
CRD#: 7948169
ZH
Zachary Samuel HollandHOLLAND ADVISORY SERVICES

Professional summary

Zachary Samuel Holland, who also goes by Zachary S Holland, Zachary Holland, is a registered financial advisor currently at HOLLAND ADVISORY SERVICES, INC. located in Ormond Beach, Florida.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zachary has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Zachary S Holland | Zachary Holland

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) - RIA

Click below to view Zachary Samuel Holland's CRS (Customer Relationship Summary).
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

June 26, 2026 - Present

HOLLAND ADVISORY SERVICES, INC.

Office #1: 700 West Granada Blvd, Ormond Beach, FL 32174
RIA
CRD#: 136302
Ormond Beach, FL
Past

June 24, 2025 - June 4, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

August 14, 2024 - June 4, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

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".
HA
HOLLAND ADVISORY SERVICES, INC.
HOLLAND ADVISORY SERVICES, INC. | RETIREMENT DREAMBUILDERS | RETIREE INVESTMENT ADVISERS, INC. | RAM ADVISORY SERVICES, INC. | RAM ADVISORY SERRVICES, INC. | HOLLAND FINANCIAL, INC.

CRD#: 136302 / SEC#: 801-110617

RIA
Registered Investment Advisory firm - (6/12/2017 Approved)
Florida
Registered Investment Advisory firm - (6/27/2017 Terminated)
Michigan
Registered Investment Advisory firm - (5/9/2013 Terminated)
Texas
Registered Investment Advisory firm - (6/27/2017 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
Florida
(6/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/21/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2024
Securities Industry Essentials Examination

Current Firm

HA
HOLLAND ADVISORY SERVICES, INC.
HOLLAND ADVISORY SERVICES, INC. | RETIREMENT DREAMBUILDERS | RETIREE INVESTMENT ADVISERS, INC. | RAM ADVISORY SERVICES, INC. | RAM ADVISORY SERRVICES, INC. | HOLLAND FINANCIAL, INC.

CRD#: 136302 / SEC#: 801-110617

RIA
Registered Investment Advisory firm - (6/12/2017 Approved)
Florida
Registered Investment Advisory firm - (6/27/2017 Terminated)
Michigan
Registered Investment Advisory firm - (5/9/2013 Terminated)
Texas
Registered Investment Advisory firm - (6/27/2017 Terminated)
Loading...

Contact information

Main Address
700 West Granada Boulevard, Ormond Beach, FL 32174-9036
Mailing Address
Phone number
(386) 671-7526
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts1,024
AUM (Assets Under Management)$ 263,528,675

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/15/2026
Cover Page
Report
01/24/2025
Cover Page
Report
03/04/2024
Cover Page
Report

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.

Company Information

HOLLAND ADVISORY SERVICES, INC.

CRD#: 136302Ormond Beach, FL 32174

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