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Tyler C. Holley

MOMENTUM ADVISORS
NEW YORK, NY 10036
CRD#: 8096162
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TH
Tyler C HolleyMOMENTUM ADVISORS

Professional summary

Tyler C Holley is a registered financial advisor currently at MOMENTUM ADVISORS located in New York, New York.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Tyler 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler C Holley'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

April 29, 2026 - Present

MOMENTUM ADVISORS

Office #1: 1120 Avenue Of The Americas Suite # 4030, New York, NY 10036
RIA
CRD#: 159574
NEW YORK, NY
Past

May 16, 2025 - December 31, 2025

MOMENTUM ADVISORS

RIA
CRD#: 159574
NEW YORK, NY

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".
MA
MOMENTUM ADVISORS
MOMENTUM ADVISORS | PISCES VENTURES, LLC | MOMENTUM ADVISORS, LLC

CRD#: 159574 / SEC#: 801-73092

RIA
Registered Investment Advisory firm - (2/7/2012 Approved)

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
New Jersey
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2025
Uniform Investment Adviser Law Examination

Current Firm

MA
MOMENTUM ADVISORS
MOMENTUM ADVISORS | PISCES VENTURES, LLC | MOMENTUM ADVISORS, LLC

CRD#: 159574 / SEC#: 801-73092

RIA
Registered Investment Advisory firm - (2/7/2012 Approved)
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Contact information

Main Address
1120 Avenue Of The Americas 4th Floor, New York, NY 10036
Mailing Address
1120 Avenue Of The Americas 4th Floor, New York, NY 10036
Phone number
(917) 997-4297
Established
Firm type
Fiscal year end
# of Employees
9

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2B: MR. MAHABIRSINGH (3/31/2025)
ADV PART 2B: MR. PLATT (3/31/2025)
MOMENTUM ADVISORS FORM ADV PART 2A (3/31/2025)
MOMENTUM ADVISORS FORM ADV 2A (3/31/2025)
FORM ADV PART 2B: MR. PITTS (3/31/2025)
FORM ADV PART 2B: MRS. GRAY (3/31/2025)
BROCHURE SUPPLEMENT FORM ADV PART 2B BOOMER (3/31/2025)
FORM ADV PART 2B BOOMER (3/31/2025)

Regulatory assets under management

Total Number of Accounts329
AUM (Assets Under Management)$ 400,137,550

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report
11/04/2024
Cover Page
Report
11/04/2024
Cover Page
Report
11/04/2024
Cover Page
Report
11/04/2024
Cover Page
Report
11/04/2024
Cover Page
Report
01/10/2024
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

MOMENTUM ADVISORS

CRD#: 159574New York, NY 10036

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