Chester William Holliday

Employer firm

Elite Wealth Management, LLC CRD 317481

$1.60M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 09/2016 → 12/2016
  Unemployed
  El Cajon, CA
• 01/2017 → Present
  Andina Capital Management, Llc
  Lehi, UT
• 12/2021 → Present
  Elite Wealth Management Llc
  San Diego, CA

Previous Registrations

• 2019-01-11 → 2022-03-07
  Andina Advisors
  San Diego, CA
  Logan, UT
  San Diego, CA
• 2017-03-24 → 2018-12-31
  Andina Advisors
  San Diego, CA
• 2016-04-25 → 2016-08-03
  Morgan Stanley
  La Jolla, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-04-24

Designations

• Certified Financial Planner

Other Names

• William Holliday