HW
HW

Holly Marie Workman

7 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
489 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
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Location

1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408

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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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Employment History
Current Registrations
Certuity, LLC
February 2025 - Present · 1 yr
Previous Registrations
Foreside Funds Distributors LLCBroker
April 2019 - June 2021 · 2 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
December 2014 - August 2016 · 1 yr 8 mos
Credit Suisse Securities (USA) LLCBroker
December 2008 - March 2012 · 3 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.