Taylor M Holloway
Investment adviser representative at Ridgeline Wealth Advisors, LLC.
12 yearsExperience
1 stateRegistered in
$189MFirm assets
2 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 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
12 years in the industry.
- Ridgeline Wealth Advisors, LLC.Feb 2025 to now
- Northwestern Mutual Investment Services LLCNov 2024 to Jan 2025
- Jennifer TorreySep 2024 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ridgeline Wealth Advisors, LLC.
$189MAssets managed
199Clients
4Advisers
2 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
- 6167355
- Firm CRD
- 284843