Unclaimed Profile

Eric Scott Holt

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

SIE, Series 7, Series 24, Series 31, Series 63, Series 66Clean record23 years registeredBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 4274535Firm CRD# 106733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Scott Holt · DENVER, CO

Registration

CRD #4274535 · BOK FINANCIAL PRIVATE WEALTH, INC. · 23 years registered

Brand Profile

Not yet started

Career History

BOK FINANCIAL PRIVATE WEALTH, INC.

Oct 2018 – present

7258 WEALTH MANAGEMENT, INC.

Jun 2018 – Dec 2018

Denver, CO

SRS CAPITAL ADVISORS, INC.

Apr 2015 – Jun 2018

DENVER, CO

ALLIANCEBERNSTEIN L.P.

Mar 2005 – Nov 2007

DENVER, CO

CARNICK & COMPANY, INCORPORATED

Feb 2003 – Jul 2003

COLORADO SPRIINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · February 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD 106733 · SEC 801-51401

AUM

$2.8B

Regulatory assets under management

Employees

2,128 client accounts

Services offered by BOK FINANCIAL PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →

Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Scott Holt offer?

Eric Scott Holt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Eric Scott Holt's credentials?

Eric Scott Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Scott Holt located?

Eric Scott Holt is based in DENVER, Colorado, working with BOK FINANCIAL PRIVATE WEALTH, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Eric Scott Holt charge for services?

Eric Scott Holt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOK FINANCIAL PRIVATE WEALTH, INC.?

BOK FINANCIAL PRIVATE WEALTH, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →