RM
Robert Mackinley Holt, Jr.
CRD 2131092
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Holt Capital Advisors, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Holt Capital Advisors, L.L.C.
Chief Compliance Officer And Limited Partner · 75% or more · Mar 2024
-
Holt Capital Advisors, L.L.C.
Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗