Hollister Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
101
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
173366
Registered since
April 8, 2015

Firm profile

FINTRX

Overview

Hollister Associates, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is reported as a mix of domestic entities and individuals. The firm is not identified as a capital allocator and does not list active ESG investing among its orientations. Several advisory- or pension-related designations are not indicated for the firm in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Jonathan Lawrence

    Jonathan Lawrence

    CIOCRD 3172902

  • William Portwood

    CFOCRD 4853700

  • David Yazdan

    David Yazdan

    Co-Founder and CEOCRD 2203866

Unlock 6 more executives →

Contacts

3 of 92
  • Pamela Brylski

    Pamela Brylski

    Managing DirectorCRD 6376547

  • Mark Fujiwara

    Mark Fujiwara

    Director, Family Wealth AdvisorCRD 2399236

  • Alexandre Cohen

    RepresentativeCRD 4813412

Unlock 89 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
257 Riv Oak Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth