Holly Ornelas is a registered investment advisor, based in San Mateo, CA, with 24 years of industry experience.
Location
San Mateo, CA
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Regulatory History
Clean regulatory record
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.
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Holly owns rental property and raw land, and is a member at large for the Foundation for San Mateo County Libraries. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
T. Rowe Price Associates, INC.
June 2021 - Present · 4 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
June 2021 - Present · 4 yrs 11 mos
T. Rowe Price Investment Services, INC.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Ivy Distributors, INC.Broker
October 2020 - April 2021 · 6 mos
Waddell & Reed
October 2020 - April 2021 · 6 mos
Waddell & ReedBroker
October 2020 - April 2021 · 6 mos
Wells Fargo Funds Distributor, LLCBroker
December 2005 - January 2020 · 14 yrs 1 mo
Wells Fargo Funds Management, LLC
November 2005 - January 2020 · 14 yrs 2 mos
Brandes Investment Partners, LP
March 2003 - November 2005 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 2000 - August 2002 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.