Michael C Holahan

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2022 → 04/2023
  Fidelity Investments
  Jacksonville, FL
• 07/2013 → 06/2017
  Jupiter Christian Highschool
  Jupiter, FL
• 08/2017 → 12/2021
  Florida Gulf Coast University
  Fort Myers, FL
• 07/2015 → 10/2016
  Office Depot
  Jupiter, FL
• 10/2015 → 01/2017
  Jtaa
  Jupiter/Tequesta, FL
• 10/2016 → 08/2020
  Sals Italian Ristorante
  Jupiter, FL
• 08/2019 → 02/2020
  Vineyard Vines
  Estero, FL
• 08/2020 → 03/2021
  Tacos And Tequila Cantina
  Estero, FL
• 05/2021 → 01/2022
  Old Florida Bar And Grill
  Jupiter, FL
• 11/2023 → 12/2024
  Virtus Investment Partners
  Jacksonville, FL
• 10/2023 → 11/2023
  Publix
  Jacksonville, FL
• 04/2023 → 10/2023
  Unemployed
  Jacksonville, FL
• 12/2023 → 12/2024
  Vp Distributors Llc
  Jacksonville, FL
• 01/2025 → Present
  Oppenheimer & Co. Inc.
  North Palm Beach, FL

Previous Registrations

• 2022-07-19 → 2023-04-21
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-06-29

Other Names

• Michael Christian Holahan