Holly Street Wealth Advisors

Holly Street Wealth Advisors (CRD# 167343) is a financial advisory firm headquartered in Pasadena, CA. They manage $86,000,000 in 310 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $277,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, TX

Financial Advisors at Holly Street Wealth Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Harlan H. Thompson
CRD#: 1453169
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
96
Wealthminder
score

Harlan Thompson (CRD# 1453169) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 30 years of experience in the finance industry.

2
Eric Colon
CRD#: 1513310
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
93
Wealthminder
score

Eric Colon (CRD# 1513310) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 26 years of experience in the finance industry.

3
Adam M. Goyer
CRD#: 5529343
790 East Colorado Blvd., Suite 200, Pasadena, CA 91101
93
Wealthminder
score

Adam Goyer (CRD# 5529343) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 8 years of experience in the finance industry.

4
Rajendra Gupta
CRD#: 1254681
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
93
Wealthminder
score

Rajendra Gupta (CRD# 1254681) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 12 years of experience in the finance industry.

5
Harold B. Parker
CRD#: 854199
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
93
Wealthminder
score

Harold Parker (CRD# 854199) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 33 years of experience in the finance industry.

6
Charles M. Coleman
CRD#: 5953604
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
89
Wealthminder
score

Charles Coleman (CRD# 5953604) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 3 years of experience in the finance industry.

7
Jonathan P. Kezele
CRD#: 6213500
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
89
Wealthminder
score

Jonathan Kezele (CRD# 6213500) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 3 years of experience in the finance industry.

8
Tina Chiu-Votaw
CRD#: 6377917
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
88
Wealthminder
score

Tina Chiu-Votaw (CRD# 6377917) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 2 years of experience in the finance industry.

9
David A. Warshawsky
CRD#: 6318129
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
87
Wealthminder
score

David Warshawsky (CRD# 6318129) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has 1 year of experience in the finance industry.

10
Joseph Ellison
CRD#: 2300049
790 E. Colorado Blvd., Suite 200, Pasadena, CA 91101
84
Wealthminder
score

Joseph Ellison (CRD# 2300049) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 23 years of experience in the finance industry. Joseph Ellison 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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