Wistar White Holt
Investment adviser representative at Steward Partners Investment Advisory, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCJun 2020 to now
- Plaza Advisory Group, LLCFeb 2013 to now
- Raymond James Financial Services, Inc.Jun 2020 to May 2022
- Royal Alliance AssociatesJan 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 6139537
- Firm CRD
- 283004