Unclaimed Profile

Jeffrey Leigh Holmes

RED GRANITE ADVISORS LLC·MILWAUKEE, Wisconsin

Series 7, Series 63, Series 66Clean record20 years registeredRED GRANITE ADVISORS LLC

100 E. WISCONSIN AVE., MILWAUKEE, WI 53202CRD# 1407990Firm CRD# 140045

Profile Verification

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

Identity

Jeffrey Leigh Holmes · MILWAUKEE, WI

Registration

CRD #1407990 · RED GRANITE ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RED GRANITE ADVISORS LLC

F/M INVESTMENTS LLC

Apr 2024 – Jan 2025

MILWAUKEE, WI

ZCM

Jun 2020 – May 2024

MILWAUKEE, WI

ZIEGLER CAPITAL MANAGEMENT, LLC

Apr 2013 – Jun 2020

MILWAUKEE, WI

RED GRANITE ADVISORS LLC

Jul 2006 – Apr 2013

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · July 13, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RED GRANITE ADVISORS LLC

CRD 140045 · SEC 801-66479

AUM

$478M

Regulatory assets under management

Employees

2 client accounts

Services offered by RED GRANITE ADVISORS LLC

Per Form ADV

Selection of other advisers

View all advisors at RED GRANITE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Leigh Holmes offer?

Jeffrey Leigh Holmes specializes in Wealth Management, Fee-Only Advisory.

What are Jeffrey Leigh Holmes's credentials?

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

Where is Jeffrey Leigh Holmes located?

Jeffrey Leigh Holmes is based in MILWAUKEE, Wisconsin, last registered with RED GRANITE ADVISORS LLC.

How does Jeffrey Leigh Holmes charge for services?

Jeffrey Leigh 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 RED GRANITE ADVISORS LLC?

RED GRANITE ADVISORS LLC has approximately 6 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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