Holly Marie Workman
Investment adviser representative at Certuity, LLC
10 yearsExperience
1 stateRegistered in
$3.3BFirm assets
22 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.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Certuity, LLCJan 2022 to now
- UnemployedJun 2021 to Dec 2021
- Foreside Funds Distributors LLCDec 2018 to Jun 2021
- Polen Capital Management, LLCOct 2018 to Jun 2021
- University of GeorgiaJul 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Certuity, LLC
$3.3BAssets managed
520Clients
24Advisers
22 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
- 5413543
- Firm CRD
- 129505