Holly D'annunzio, financial advisor Tacoma WA
96 score

Holly D'annunzio

CRD Number: 1028065
Current Firm: D'annunzio Consulting Group, LLC

Holly D'annunzio (CRD# 1028065) is an Investment Advisor Representative working at D'annunzio Consulting Group, LLC in Tacoma, WA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
D'annunzio Consulting Group, LLC Tacoma, WA Jun 2007 - Current 9
Ctc Consulting, Inc. Tacoma, WA Feb 1999 - Jun 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Holly F. D'annunzio
Phone Number: 253-272-1972
Registered State(s):
  • WA
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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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

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