Unclaimed Profile

Cheryl Rene Holland

ABACUS PLANNING GROUP, INC.·COLUMBIA, South Carolina

Clean record17 years registeredABACUS PLANNING GROUP, INC.

2500 DEVINE STREET, COLUMBIA, SC 29205-2400CRD# 1250450Firm CRD# 107994

Profile Verification

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

Identity

Cheryl Rene Holland · COLUMBIA, SC

Registration

CRD #1250450 · ABACUS PLANNING GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

ABACUS PLANNING GROUP, INC.

Apr 2009 – present

Registrations & Exams

Registration record

First registered · April 17, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

ABACUS PLANNING GROUP, INC.

CRD 107994 · SEC 801-55414

AUM

$1.7B

Regulatory assets under management

Employees

2,566 client accounts

Services offered by ABACUS PLANNING GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ABACUS PLANNING GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Cheryl Rene Holland offer?

Cheryl Rene Holland specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Cheryl Rene Holland's credentials?

Cheryl Rene Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Rene Holland located?

Cheryl Rene Holland is based in COLUMBIA, South Carolina, working with ABACUS PLANNING GROUP, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Cheryl Rene Holland charge for services?

Cheryl Rene Holland'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 ABACUS PLANNING GROUP, INC.?

ABACUS PLANNING GROUP, INC. has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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