Kristen Jane Holland

Current Employers

Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-02-05

MA RA
APPROVED

Since 2025-02-05

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • 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

Organization	City	State	From	To
Fernwood Investment Management, Llc	Quincy	MA	10/2003	01/2025
Cw Advisors, Llc	Boston	MA	02/2025	Present

10/2003 → 01/2025

Fernwood Investment Management, Llc

Quincy, MA
02/2025 → Present

Cw Advisors, Llc

Boston, MA

Previous Registrations

2007-03-08 → 2025-02-03

Point Allerton Llc

Hull, MA

Other Businesses

Pennmont Fund, L.P.; Investment-related; Limited partnership that operates a hedge fund; Manager; Approximately 16 hours per month; 0 during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-03-07

S65 Uniform Investment Adviser Law Examination

2007-03-07

View on SEC IAPD

Current Employers

Cw Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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