Taylor
Hollis

Ritholtz Wealth Management

CRD#6303190
Investment Advisor
in Nashville, TN

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About this Advisor

Taylor Hollis is a financial advisor based in Nashville, Tennessee, working with Ritholtz Wealth Management. Taylor has previously held positions at Rather & Kitrell, Securities Service Network, Inc, and Ftb Advisors, Inc. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Taylor is part of Ritholtz Wealth Management, which operates out of Nashville, Tennessee. The firm has 13 offices and 60 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ritholtz Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Nashville, TN

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Ritholtz Wealth Management Brokerage Details

Total Assets Under Management

$4,265,952,348

TN Average: $7,464,549,021
Total Number of Employees

60

TN Average: 88
Total Number of Accounts

10,122

TN Average: 3,892
Average Account Size

$421,454

TN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Taylor Hollis Work History

2015 - Present (9 years)

Ftb Advisors, Inc

2014 - 2015 (1 year)

Rather & Kitrell

2014 - 2015 (1 year)

Securities Service Network, Inc

Disclosures

Please visit the SEC profile of Taylor Hollis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ritholtz Wealth Management

Nathan Jefferson
Lansing, MI
Benjamin Coulthard
New York, NY
Alexander Palumbo
New York, NY
Taylor Hollis
Nashville, TN
Alan Brockhaus
New York, NY
Patrick Haley
New York, NY
Nicholas Sapienza
New York, NY
Dominic Bova
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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