Grace Holt, financial advisor Pittsburgh PA

Grace Holt

CRD Number: 6638972
Current Firm: Ewa, LLC

Grace Holt (CRD# 6638972) is an Investment Advisor Representative working at Ewa, LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry. Grace Holt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ewa, LLC Carnegie, PA May 2020 - Current < 1
Mathew Blocki Seven Fields, PA Nov 2017 - Current 3
Northwestern Mutual Investment Services LLC Seven Fields, PA Mar 2018 - May 2020 2
Northwestern Mutual Wealth Management Co Milwaukee, WI Mar 2018 - May 2020 2
Kyle Beckhusen Seven Fields, PA Apr 2016 - Nov 2017 1
Unemployed Elverson, PA Aug 2015 - May 2016 < 1
Whole Child Learning Center Elverson, PA Jun 2012 - Aug 2015 3
Student Elverson, PA Aug 2000 - May 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Grace H. Holt
Phone Number: (412) 288-2363
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $171,087
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL, IN, MD, NC, NE, NY, OH, PA, TX, VA, WA

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