Adam Wiliam Holl
Investment adviser representative at C2 Private Wealth
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
9 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
Experience
10 years in the industry.
- C2 Private WealthMar 2026 to now
- Accurate Solution GroupDec 2023 to Mar 2026
- PNC BankJun 2020 to Nov 2023
- Penn DotJun 2017 to Jun 2019
- University of PittsburghAug 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
C2 Private Wealth
Legal name: Strategic Investment Advisors, LLC
$1.8BAssets managed
2,066Clients
14Advisers
9 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
- 7038170
- Firm CRD
- 151501