Unclaimed Profile

Holly Ray Crockett

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 8, Series 9, Series 10, Series 31, Series 63, Series 65Clean record29 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 1682414Firm CRD# 1588

Profile Verification

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

Identity

Holly Ray Crockett · RICHMOND, VA

Registration

CRD #1682414 · DAVENPORT & COMPANY LLC · 29 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Apr 2015 – present

MORGAN STANLEY

Jun 2009 – Apr 2015

RICHMOND, VA

CITIGROUP GLOBAL MARKETS INC.

Feb 2006 – Jun 2009

NEWPORT NEWS, VA

LEGG MASON WOOD WALKER INC

Jun 1997 – Feb 2006

NEWPORT NEWS, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · June 27, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

DAVENPORT & COMPANY LLC

CRD 1588 · SEC 801-13057

AUM

$19.3B

Regulatory assets under management

Employees

494

20,878 client accounts

Services offered by DAVENPORT & COMPANY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVENPORT & COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Holly Ray Crockett offer?

Holly Ray Crockett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Holly Ray Crockett's credentials?

Holly Ray Crockett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holly Ray Crockett located?

Holly Ray Crockett is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Holly Ray Crockett charge for services?

Holly Ray Crockett's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: 12b-1 fees and/or shareholder servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVENPORT & COMPANY LLC?

DAVENPORT & COMPANY LLC has approximately 494 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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