Unclaimed Profile

Meghan Elyse Holmes

ADVYZON INVESTMENT MANAGEMENT, LLC·LISLE, Illinois

SIE, Series 7, Series 9, Series 10, Series 66Clean record18 years registeredADVYZON INVESTMENT MANAGEMENT, LLC

4300 COMMERCE COURT, LISLE, IL 60532CRD# 5366393Firm CRD# 318816

Profile Verification

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

Identity

Meghan Elyse Holmes · LISLE, IL

Registration

CRD #5366393 · ADVYZON INVESTMENT MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVYZON INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Jul 2021 – Mar 2022

Phoenix, AZ

CHARLES SCHWAB & CO., INC.

Mar 2008 – Mar 2022

Phoenix, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · March 25, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVYZON INVESTMENT MANAGEMENT, LLC

CRD 318816 · SEC 801-123361

AUM

$208M

Regulatory assets under management

Employees

1,136 client accounts

Services offered by ADVYZON INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ADVYZON INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Meghan Elyse Holmes offer?

Meghan Elyse Holmes specializes in Investment Management, Fee-Only Advisory.

What are Meghan Elyse Holmes's credentials?

Meghan Elyse Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Meghan Elyse Holmes located?

Meghan Elyse Holmes is based in LISLE, Illinois, last registered with ADVYZON INVESTMENT MANAGEMENT, LLC.

How does Meghan Elyse Holmes charge for services?

Meghan Elyse Holmes'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 ADVYZON INVESTMENT MANAGEMENT, LLC?

ADVYZON INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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