Unclaimed Profile

Samuel Norris Holloway

HOLLOWAY WEALTH MANAGEMENT, LLC·GAINESVILLE, Florida

SIE, Series 6, Series 7, Series 62, Series 63Clean record27 years registeredHOLLOWAY WEALTH MANAGEMENT, LLC

5225 SW 91ST TERRACE, GAINESVILLE, FL 32608CRD# 2314432Firm CRD# 138146

Profile Verification

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

Identity

Samuel Norris Holloway · GAINESVILLE, FL

Registration

CRD #2314432 · HOLLOWAY WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ARS WEALTH ADVISORS

May 2022 – present

HOLLOWAY WEALTH MANAGEMENT, LLC

Jan 2006 – May 2022

GAINESVILLE, FL

CAPITAL ANALYSTS, INCORPORATED

Dec 2005 – Feb 2006

GAINESVILLE, FL

VALMARK ADVISERS, INC.

May 1999 – May 2003

GAINESVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 62

Series 63

Registration record

First registered · May 12, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOLLOWAY WEALTH MANAGEMENT, LLC

CRD 138146 · SEC 801-65430

AUM

$375M

Regulatory assets under management

Employees

813 client accounts

Services offered by HOLLOWAY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HOLLOWAY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Samuel Norris Holloway offer?

Samuel Norris Holloway specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GAINESVILLE, Florida for a consultation.

What are Samuel Norris Holloway's credentials?

Samuel Norris Holloway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Norris Holloway located?

Samuel Norris Holloway is based in GAINESVILLE, Florida, working with HOLLOWAY WEALTH MANAGEMENT, LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.

How does Samuel Norris Holloway charge for services?

Samuel Norris Holloway's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLLOWAY WEALTH MANAGEMENT, LLC?

HOLLOWAY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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