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Lawrence Bruce Hollin

Invicta Advisors LLC

Oakmont, PA

Bala Cynwyd, PA

CRD 1324425

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Employer firm

Invicta Advisors LLC CRD 298868

$310M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Invicta Advisors Llc

527 Cedar Way Suite 101, Oakmont, PA 15139 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-19
  • PA RA
    APPROVED
    Since 2024-12-19

Branch Locations

527 Cedar Way Suite 101, Oakmont, PA 15139 • United States

Bala Cynwyd, PA • 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
Cv Brokerage Inc West Conshohocken PA 09/2010 09/2018
Ssg Capital Advisors, Llc West Conshohocken PA 09/2018 12/2019
Invicta Capital Monroeville PA 01/2020 Present
  • 09/2010 → 09/2018
    Cv Brokerage Inc
    West Conshohocken, PA
  • 09/2018 → 12/2019
    Ssg Capital Advisors, Llc
    West Conshohocken, PA
  • 01/2020 → Present
    Invicta Capital
    Monroeville, PA
Other Businesses

ARCH STREET ADVISORS - DBA NAME UTILIZED; NO SECURITIES BUSINESS. 1211 Gainsboro Road, Bala Cywnwyd, PA 19004. Business Consulting. 3 hrs/month during business hours. Started June 2013. Not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-22
  • S63 Uniform Securities Agent State Law Examination
    2009-01-22

View on SEC IAPD

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