Wistar Holt is a CFP-designated registered investment advisor, based in St. Louis, MO, with 13 years of industry experience.
Location
101 South Hanley Road, Suite 1350, St. Louis, MO, 63105
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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.
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Wistar is a Certified Divorce Financial Analyst at Plaza Advisory Group, dedicating minimal time to this role. He also serves as an advisor at Steward Partners Investment Advisory and is involved with the Financial Planners Association of Greater St. Louis, spending a few hours per week arranging meeting speakers.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Holt & Shapard Capital Management, LLC
State Registrations23 states
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