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Lauren Hollis Holley

Strategic Advisers LLC

Bluffton, SC

Hilton Head Island, SC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bluffton, SC • United States

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • 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
Fidelity Brokerage Services Llc Hilton Head Island SC 05/2017 Present
Dr. Bonnie J Rothwell, Dmd Hilton Head Island SC 02/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → Present
    Fidelity Brokerage Services Llc
    Hilton Head Island, SC
  • 02/2016 → 05/2017
    Dr. Bonnie J Rothwell, Dmd
    Hilton Head Island, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hilton Head Island, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-20
S63 Uniform Securities Agent State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2019-03-20
  • S63 Uniform Securities Agent State Law Examination
    2017-11-13
Other Names
  • Lauren Knight Hollis
  • Lauren Knight Holley

View on SEC IAPD

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