Hollis Stuckert
Hollis Stuckert is a registered investment advisor at Newedge Advisors, based in Dallas, TX, with 36 years of industry experience. Hollis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
8144 Walnut Hill Lane, Suite 1120, Dallas, TX, 75231
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hollis owns/manages Corporate Discounts LLC, a home restoration business, dedicating about 10-20% of their time. Hollis also works as an insurance agent and wealth advisor for Brennan Financial Services, LLC, spending about half their time on these activities, and conducts advisory services through NewEdge Advisors, LLC, dedicating nearly full-time hours.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities Corporation
Brennan Wealth Advisors, LLC
Fsc Securities CorporationBroker
Edi Financial, INC.Broker
Edi Investment Advisor Corporation
Samco Financial Services, INC.Broker
Service Asset Management CompanyBroker
Service Asset Management CompanyBroker
Sws Financial ServicesBroker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Greenman Parker Greenman IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.