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 organized as a limited liability company and is registered with the SEC (registration year 2015). FINTRX classifies the firm as an investment bank rather than an asset manager or capital allocator. The record indicates a domestic ownership structure that includes individual ownership. The firm is not flagged as an active ESG investor and is not identified as a multi-state investment adviser, pension consultant, or related adviser in the provided snapshot.
Assets & Accounts
Investments & Alternatives
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
Similar firms
Tower Principal Markets LLC
Broker-DealerMount Pleasant, SC
Dragonfly Capital Partners, LLC
Broker-DealerMount Pleasant, SC
Polaris Private Placements, LLC
Broker-DealerMount Pleasant, SC
TRC Markets LLC
Broker-DealerMount Pleasant, SC
Global Alliance Securities LLC
Broker-DealerMount Pleasant, SC
Global Oak Capital Markets LLC
Broker-DealerCharleston, SC