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Zackery Mcclain Holley

Cerity Partners LLC

Fort Worth, TX

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

3526 W. Vickery Blvd., Fort Worth, TX 76107 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Griffin Capital Securities Irvine CA 03/2015 06/2020
Inland Securities Corporation Oak Brook IL 08/2020 04/2023
White River Private Capital Management Fayetteville AR 05/2023 01/2024
Sealy Investment Securities Dallas TX 02/2024 11/2024
Manning & Napier Advisors, Llc Fairport NY 11/2024 08/2025
Cerity Partners Llc New York NY 08/2025 Present
  • 03/2015 → 06/2020
    Griffin Capital Securities
    Irvine, CA
  • 08/2020 → 04/2023
    Inland Securities Corporation
    Oak Brook, IL
  • 05/2023 → 01/2024
    White River Private Capital Management
    Fayetteville, AR
  • 02/2024 → 11/2024
    Sealy Investment Securities
    Dallas, TX
  • 11/2024 → 08/2025
    Manning & Napier Advisors, Llc
    Fairport, NY
  • 08/2025 → Present
    Cerity Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2006-02-27
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2006-02-27
Other Names
  • Zackery M Holley

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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