Wistar Holt, financial advisor Saint Louis MO
93 score

Wistar Holt

CRD Number: 6139537
Current Firm: Royal Alliance Associates, Inc.

Wistar Holt (CRD# 6139537) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry. Wistar 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
Royal Alliance Associates St Louis, MO Jan 2015 - Current 1
Royal Alliance St. Louis, MO Mar 2013 - Jan 2015 1
Holt & Shapard Capital Management St. Louis, MO Jul 2011 - Feb 2013 1
Skyzone St. Louis, MO Apr 2011 - Jul 2011 < 1
Unemployed St. Louis, MO Dec 2010 - Apr 2011 < 1
Bamberg Middle High School Bamberg, Aug 2010 - Dec 2010 < 1
Truman State University Kirksville, MO Aug 2005 - Aug 2010 5
Wonderland Camp Rocky Mount, MO May 2007 - Aug 2007 < 1
Forest Park Golf Course St. Louis, MO Sep 2003 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Wistar W. Holt
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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