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Streeter Holden

23 Years of Experience
Naples, FL
Broker

Streeter Holden is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108

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History

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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Other Business Activities

Streeter acts as a trustee for his nephew's, mother's, and parents' trusts, dedicating minimal time to each. Streeter is also an artist, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2010 - May 2023 · 12 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2023 · 15 yrs 4 mos
Wachovia Securities, LLC
January 2008 - February 2009 · 1 yr 1 mo
A. G. Edwards & Sons, INC.
March 2004 - January 2008 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
August 2002 - January 2008 · 5 yrs 5 mos
State Registrations16 states
CACOCTFLILMAMDMENHNYOHPARISCUTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Streeter Holden - Financial Advisor | TrueAdvisor