Hollister Associates, LLC
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 173366
- Registered since
- April 8, 2015
- Website
- hollisterassociatesllc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8
Jonathan Lawrence
CIOCRD 3172902
William Portwood
CFOCRD 4853700

David Yazdan
Co-Founder and CEOCRD 2203866
Contacts
3 of 93
Pamela Brylski
Managing DirectorCRD 6376547
Alexandre Cohen
RepresentativeCRD 4813412

Gregory Racz
PresidentCRD 5123208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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