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Michelle Elizabeth Petersen

Investment adviser representative at Hollencrest Capital Management
12 yearsExperience
1 stateRegistered in
$2.9BFirm assets
28 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-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Hollencrest Capital ManagementJun 2015 to now
  2. Hollencrest Capital MgmtJan 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (CA).

Hollencrest Capital Management

Legal name: Hollencrest Capital Management, LLC

$2.9BAssets managed
477Clients
15Advisers
28 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
6362113
Firm CRD
46217
Advisor's SEC record (opens in a new tab)
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