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Ian A Holder

Cary Street Partners

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About Ian A Holder

Ian Holder is a financial advisor with Cary Street Partners. Ian has been in the industry since 2008. He is registered with FINRA and the states of California, Florida, North Carolina, Texas, and Virginia. Ian holds the Series 66, Series 7, and SIE exams. Ian is a Certified Financial Planner. Ian is also a board member of Hermitage Museum and Gardens.

Firm Information

Ian Holder is currently registered with Cary Street Partners. Cary Street Partners is an investment advisory firm based in Richmond, Virginia, with over $6.97 billion in assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses, including insurance companies, charitable organizations, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for businesses. They have been registered with the SEC since 2002.
Cary Street Partners

901 EAST BYRD STREET

RICHMOND, VA 23219

$6.98B

Assets Under Management

7

Total Clients

92

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

Revenue sharing with certain third parties

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Ian Holder’s Registration & Firm History

VA

07/16/2022 - Present

Cary Street Partners (Virginia Beach VA)

VA

11/05/2008 - 07/19/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)

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Licenses & Designations

BOTH

Issued 12/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian A Holder.
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