Grant Gotham Holloschutz

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 06/2019 → 08/2019
  Charles Schwab & Co., Inc.
  Bethesda, MD
• 08/2020 → 06/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2018 → 02/2020
  Colgate University Its Service Desk
  Hamilton, NY
• 06/2018 → 08/2018
  Morgan Stanley- The Bronheim/Goldstein Group
  New York, NY
• 06/2016 → 08/2017
  Young World Day School
  Mahwah, NJ
• 10/2016 → 12/2016
  Fans
  New York, NY
• 10/2016 → 12/2016
  Matchpoint
  New York, NY
• 08/2016 → 12/2019
  Colgate University
  Hamilton, NY
• 01/2016 → 05/2016
  Connecticut College
  New London, CT
• 03/2020 → 07/2020
  Unemployed
  Franklin Lakes, NJ
• 08/2021 → 06/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2023 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 07/2023 → 05/2024
  Bank Of America, N.A.
  Dallas, TX
• 05/2024 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2023-07-13 → 2024-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2021-10-11 → 2023-06-15
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-10-11

Other Names

• Grant Gotham Holloschutz
• Grant Holloschutz
• Grant G Holloschutz