Holly Nicholas Signorelli, financial advisor Dallas TX
81 score

Holly Nicholas Signorelli

CRD Number: 3086117
Current Firm: Ensemble Financial, Inc.

Holly Nicholas Signorelli (CRD# 3086117) is an Investment Advisor Representative working at Ensemble Financial, Inc. in Dallas, TX and has over 18 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Dallas TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Similar Advisors
Bryn Henry, financial advisor Dallas TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Dallas TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Company Name Location Dates Years
Ensemble Financial Corp Dallas, TX Feb 2016 - Current < 1
Sigma Financial Corporation Ann Arbor, MI Mar 2014 - Current 2
Holly Nicholas, Cpa Pc Addison, TX Jan 1999 - Current 17
Spc Ann Arbor, MI Mar 2014 - Feb 2016 1
Wfg Investments Inc. Addison, TX Aug 2013 - Mar 2014 < 1
Wfg Investments, Inc. Addison, TX Jan 2010 - Aug 2013 3
Stonehurst Securities Addison, TX Jun 2008 - Dec 2009 1
New York Life Insurance Company Dallas, TX Dec 2000 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Holly Nicholas Signorelli
Phone Number: 212-489-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.