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CRD#: 173366
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

HOLLISTER ASSOCIATES, LLC is located at 257 River Oak Drive, Mount Pleasant, SC 29464 and was first established at Atlanta, South Carolina in 09/09/2014. After operating for 11 years, HOLLISTER ASSOCIATES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HOLLISTER ASSOCIATES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. HOLLISTER ASSOCIATES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HOLLISTER ASSOCIATES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HOLLISTER ASSOCIATES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HOLLISTER ASSOCIATES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for HOLLISTER ASSOCIATES, LLC Comes From

Understanding the Statistics for HOLLISTER ASSOCIATES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
257 River Oak Drive, Mount Pleasant, SC 29464
Mailing Address
257 River Oak Drive, Mount Pleasant, SC 29464
Firm Size
Small
Phone Number
(401) 465-3080
Established
South Carolina since 09/09/2014
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HOLLISTER, CHRISTOPHER VERNCEO/CCO5637565
CLIFFHANGER INVESTMENTS, LLCOWNER
KUGLER, JACQUESOWNER5105697
MADABA INVESTMENTS, LLCOWNER
PORTWOOD, WILLIAM BOYCECFO/FINOP4853700

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Advisor's working at HOLLISTER ASSOCIATES, LLC

AC

Alexandre David Cohen

Alexandre David Cohen, Alexandre Cohen, Alex Cohen
IAR
RR
CRD#: 4813412
Location:
Los Angeles, CA 90025
Company:
HEIGHTS LLC
Disclosures:
Experience:
21 years
View Profile
RB

Randall Scott Burkert

RR
CRD#: 1891904
Location:
Mount Pleasant, SC
Company:
HOLLISTER ASSOCIATES, LLC
Disclosures:
Experience:
36 years
View Profile
DY

David A Yazdan

David Allan Yazdan Jr, David Allan Yazdan
RR
CRD#: 2203866
Location:
Mount Pleasant, SC
Company:
HOLLISTER ASSOCIATES, LLC
Disclosures:
Experience:
32 years
View Profile
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