Brett Holley (CRD# 5294488) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsford, NY and has over 16 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Pittsford, NY | Jul 2022 - Current | 2 |
Charles Schwab & Company, Inc. | Pittsford, NY | Jan 2022 - Current | 2 |
Td Ameritrade, Inc. | Pittsford, NY | Feb 2018 - Jun 2024 | 6 |
Td Ameritrade Investment Management, LLC | Pittsford, NY | Feb 2018 - Sep 2023 | 5 |
Frank Knapp's Liquor Store | Rochester, NY | Jun 2003 - Jan 2019 | 15 |
Scottrade | Rochester, NY | Jan 2013 - Feb 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- NY
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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