AdvisorOS Directory
Claim Profile
RH

Ronald Wayne Holt

CHANNING GLOBAL ADVISORS, LLC·MIAMI, Florida
Unclaimed Profile
801 BRICKELL AVE, MIAMI, FL 33131CRD# 2188924Firm CRD# 290893
01

About

Ronald Wayne Holt is a registered financial advisor based in MIAMI, Florida, affiliated with CHANNING GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CHANNING GLOBAL ADVISORS, LLC
CHANNING GLOBAL ADVISORS, LLC
AUM
$553M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CHANNING GLOBAL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2188924
Firm CRD# 290893
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

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

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ronald Wayne Holt offer?
Ronald Wayne Holt specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Ronald Wayne Holt's credentials?
Ronald Wayne Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Wayne Holt located?
Ronald Wayne Holt is based in MIAMI, Florida, working with CHANNING GLOBAL ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Ronald Wayne Holt charge for services?
Ronald Wayne Holt'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 CHANNING GLOBAL ADVISORS, LLC?
CHANNING GLOBAL ADVISORS, LLC has approximately 7 employees and manages $553M 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 →
Other advisors in MIAMI
Edwin Andres Fermin — EFG ASSET MANAGEMENT (AMERICAS) CORP.Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCJosephine Santos Jimenez — CHANNING GLOBAL ADVISORS, LLCMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile