Ian A Holder

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

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

• 08/2008 → 07/2022
  Merrill Lynch
  Norfolk, VA
• 12/2009 → 07/2022
  Bank Of America, Na
  Norfolk, VA
• 07/2022 → Present
  Cary Street Partners Investment Advisory
  Richmond, VA
• 07/2022 → Present
  Cary Street Partners Llc
  Richmond, VA

Previous Registrations

• 2008-12-03 → 2022-07-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA

Other Businesses

I*103916 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HERMITAGE MUSEUM AND GARDENS INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NORFOLK, VIRGINIA 23505 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 4/3/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS BOARD OVERSEES THE FINANCIAL AND INVESTMENTS HELD FBO HERMITAGE FOUNDATION. Other Business Name: YMCA of the USA Address:101 N. Wacker Drive, Chicago, IL 60606 Investment-Related?Yes Nature of the Other Business:Private Company Postion at Other Business:Committee member of Finance & Investment Committee Title at Other Business:Committee member of Finance & Investment Committee Relationship with Other BusinessNo Start Date of your Relationship:4/29/2025 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approximate Hours/Month devoted to other business:3 Number of Hours devoted to other business during securities trading hours:3 Will you be compensated for the OBA?:No Description of duties related to other Business:I would be on the YUSA board of directors. Our National Board of Directors provides critical guidance to ensure our vision and strategy align with our mission. These dedicated individuals are critical to the success of YMCA of the USA and to Ys across the country. Other Business Name: Ghent District Foundation Address:301 W. 21st Street, Norfolk, VA 23517 Investment-Related?No Nature of the Other Business:Foundation Postion at Other Business:Board Member Title at Other Business:Board Member Relationship with Other BusinessNo Start Date of your Relationship:10/25/2024 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:1 Number of Hours devoted to other business during securities trading hours:0 Will you be compensated for the OBA?:No Description of duties related to other Business:Board Member Other Business Name: Trust for Client Address:Englewood, FL Investment-Related?Yes Nature of the Other Business:Trust Position at Other Business:Independent Qualified Trustee Title at Other Business:Independent Qualified Trustee Relationship with Other BusinessNo Start Date of your Relationship:2/28/2025 Will be providing Investment Advice as part of Role?:Yes Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approximate Hours/Month devoted to other business:0 Number of Hours devoted to other business during securities trading hours:1 Will you be compensated for the OBA?:No Description of duties related to other Business:It would be the spouse as co-trustee and if they cannot serve, there could be another successor trustee(law firm or trust company).

Exams

• S66 Uniform Combined State Law Examination
  2008-12-01

Designations

• Certified Financial Planner

Other Names

• Ian Alexander Holder