Kyle Andrew Holland

Employer firm

Legacy Financial Advisors CRD 309156

$139M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
CONSULTING

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

Current Employers

Legacy Financial Advisors

Saint Simons Island, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-06-24

GA RA
APPROVED

Since 2024-06-24

Branch Locations

Saint Simons Island, GA • United States

St Simons Island, GA • 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
Southeastern Bank	Darien	GA	07/2013	06/2024
Legacy Financial Advisors Llc	Saint Simons Island	GA	06/2024	Present

07/2013 → 06/2024

Southeastern Bank

Darien, GA
06/2024 → Present

Legacy Financial Advisors Llc

Saint Simons Island, GA

Other Businesses

Cloverfield Group LLC, Not Investment Related, 423 Colley Ln, St Simons Island, GA 31522, Business/Project Consulting, Member/Owner, Formed 2/2017, 10 hours/month, No hours during securities trading hours, Provide strategic and technical advice to businesses.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-15

S65 Uniform Investment Adviser Law Examination

2024-06-15

Other Names

Drew Holland

View on SEC IAPD