Drake Holley

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 07/2017 → 10/2025
  Tiaa
  Denver, CO
• 07/2017 → 10/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2014 → 07/2017
  The Kitchen
  Fort Collins, CO
• 01/2017 → 03/2017
  Foresters Financial
  Denver, CO
• 11/2016 → 02/2017
  Colorado State University Advancement
  Fort Collins, CO
• 08/2013 → 02/2017
  Csu Housing And Dinning Services
  Fort Collins, CO
• 08/2013 → 05/2017
  Colorado State University
  Fort Collins, CO
• 10/2025 → Present
  Charles Schwab & Co, Inc
  Lone Tree, CO

Previous Registrations

• 2019-11-21 → 2025-10-03
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Denver, CO
  Arvada, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-11-21
• S63 Uniform Securities Agent State Law Examination
  2017-08-18

Designations

• Certified Financial Planner

Other Names

• Drake Elliot Holley
• Drake Elliott Holley