Hollister Associates, LLC

Broker-DealerFINRA MemberEst. 2015
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 a limited liability company that registered with the SEC in 2015 and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the provided data. The firm has not supplied additional detail about its business activities, advisory services, fee model, or affiliated relationships.

Assets & Accounts

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 8
  • Jonathan Lawrence

    Jonathan Lawrence

    CIOCRD 3172902

  • William Portwood

    CFOCRD 4853700

  • David Yazdan

    David Yazdan

    Co-Founder and CEOCRD 2203866

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Contacts

3 of 93
  • Pamela Brylski

    Pamela Brylski

    Managing DirectorCRD 6376547

  • Alexandre Cohen

    RepresentativeCRD 4813412

  • Gregory Racz

    Gregory Racz

    PresidentCRD 5123208

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth