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Holly Kent Hollar

Strategic Advisers LLC

Mount Pleasant, SC

Mount Pleasant, SC

CRD 5365701

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-21
SC RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-07-21
  • SC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mount Pleasant, SC • United States

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • 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
Fidelity Investments Charlotte NC 06/2007 11/2018
Fidelity Brokerage Services Llc Franklin TN 11/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → 11/2018
    Fidelity Investments
    Charlotte, NC
  • 11/2018 → Present
    Fidelity Brokerage Services Llc
    Franklin, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
  • 2008-04-08 → 2018-01-27
    Strategic Advisers Llc
    Franklin, TN
    Charlotte, NC
    Durham, NC
Other Businesses

OBA-121051|OrgNmn:Junior Achievement|Org Addr:Charleston,South Caro,US|OBA Nature:non profit focused on financia|Invst Rel:Y|Title:Board Member|Duties:attend four annual board meetings|StrtDt:08-26-25|TotHrs/mon:2|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-10
S63 Uniform Securities Agent State Law Examination 2007-08-31
  • S66 Uniform Combined State Law Examination
    2008-03-10
  • S63 Uniform Securities Agent State Law Examination
    2007-08-31
Designations
  • Certified Financial Planner
Other Names
  • Holly K Isbister
  • Holly K Hollar
  • Holly Kent Hollar

View on SEC IAPD

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