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Michael T Holloway

Portside Investment Advisors, LLC

Port Washington, WI

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Current Employers
Portside Investment Advisors, Llc

1091 Shieling Ln Suite 140, Port Washington, WI 53074 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-03
  • WI RA
    APPROVED
    Since 2025-01-03

Branch Locations

1091 Shieling Ln Suite 140, Port Washington, WI 53074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Milwaukee WI 06/1998 11/2017
Legacy Wealth Management Llc Mequon WI 03/2018 11/2019
Unemployed Grafton WI 12/2017 02/2018
Portside Investment Advisors Llc Port Washington WI 01/2018 Present
  • 06/1998 → 11/2017
    Northwestern Mutual
    Milwaukee, WI
  • 03/2018 → 11/2019
    Legacy Wealth Management Llc
    Mequon, WI
  • 12/2017 → 02/2018
    Unemployed
    Grafton, WI
  • 01/2018 → Present
    Portside Investment Advisors Llc
    Port Washington, WI
Previous Registrations
  • 2018-03-16 → 2019-11-26
    Legacy Wealth Management, Llc
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-16
  • S65 Uniform Investment Adviser Law Examination
    2018-03-16

View on SEC IAPD

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