Beverly Montague Holley

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 05/2025
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 07/2018 → 05/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → 07/2025
  Unemployed
  Bluffton, SC
• 08/2025 → Present
  Farther
  Bluffton, SC

Previous Registrations

• 2025-03-31 → 2025-06-17
  Strategic Advisers Llc
  Hilton Head Island, SC
  Bluffton, SC
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Hilton Head Island, SC
  Hilton Head Island, SC
  Bluffton, SC
• 2012-02-23 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
  Hilton Head Island, SC
• 2009-11-13 → 2010-06-08
  Pnc Wealth Management Llc
  Port Orange, FL
• 2008-10-07 → 2009-11-13
  Natcity Investments, Inc.
  Port Orange, FL
• 2008-05-05 → 2008-07-25
  Edward Jones
  Winston Salem, NC
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-05-02

Other Names

• Beverly Holley