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Charles Stephen Holt

Verdence Capital Advisors, LLC

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About Charles Stephen Holt

Charles Stephen Holt is an investment advisor representative at Verdence Capital Advisors, LLC, a firm headquartered in Hunt Valley, MD. Charles has been a registered investment advisor representative since 1989 and has a Series 7, Series 63 and Series 65 license. Charles has experience in the financial services industry working with a variety of clients including high net worth individuals, corporations, and charitable organizations. In addition to the firm’s investment advisory services, Charles also provides consulting services.

Firm Information

Charles Holt is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Holt’s Registration & Firm History

MD

06/27/2017 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

VA

03/23/2012 - 06/30/2017

HIGHTOWER SECURITIES, LLC (RESTON VA)

DC

05/23/1989 - 03/26/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

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Licenses & Designations

IA

Issued 07/30/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Charles Stephen Holt. Review regulatory record here.
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