Ian Holder is a CFP-designated registered investment advisor, based in Virginia Beach, VA, with 17 years of industry experience.
Location
2101 Parks Avenue, Suite 800, Virginia Beach, VA, 23451
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 Activities
Ian is an advisory board member for the Hermitage Museum and Gardens, overseeing their finances and investments, and a committee member for the YMCA of the USA's Finance & Investment Committee. He also serves as a board member for the Ghent District Foundation and an Independent Qualified Trustee for a client's trust, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Cary Street Partners
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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.