Matthew Tripp Hollister

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• 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

• 05/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 05/2024 → Present
  Capital Analysts
  Fort Washington, PA
• 04/2016 → 05/2024
  Bay Colony Advisors
  Wakefield, MA
• 10/2000 → 04/2021
  Hollister Insurance Brokerage
  Clinton, MA

Previous Registrations

• 2016-08-29 → 2024-05-06
  Bay Colony Advisors
  Concord, MA
  Concord, MA
  Wakefield, MA

Other Businesses

HOLLISTER PROPERTIES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 25 Main Street, Suite 176, North Reading MA 01864, United States DESCRIPTION: Create lease, collect monthly rent CONSUMER HEALTH SOLUTIONS LLC DBA CROSS TPA POSITION: President NATURE: Consumer Directed Health and Cobra Administration INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2024 ADDRESS: 350 Park Street, Unit 103, North Reading MA 01864, United States DESCRIPTION: Managing a team, developing relationships with partner brokers HOLLISTER - ARPIARIAN FAMILY TRUST POSITION: Trustee NATURE: Real Estate Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 36750 US Highway 19 N, Rosemont #3171, Palm Harbor FL 34684, United States DESCRIPTION: Paying bills, participating in Condo Association meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-18

Other Names

• Matthew T Hollister
• Matthew T Hollister