Michael Steven Holly
Investment adviser representative at Charles Schwab & Co., Inc.
22 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
22 years in the industry.
- Charles Schwab & Co., Inc.Jul 2017 to now
- Holly EnterprisesNov 2004 to now
- Wunderlich Securities, Inc.Jul 2016 to Jul 2017
- Costa Rican LLCJul 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934326
- Firm CRD
- 5393