Joseph Paul Penhallow
Investment adviser representative at The Holland Group, Retirement Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$286.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- The Holland Group, Retirement Wealth Advisors, LLCMar 2025 to now
- Morgan Stanley Private Bank, N.AAug 2023 to Feb 2025
- Morgan StanleySep 2022 to Feb 2025
- Associate StaffingAug 2022 to Sep 2022
- BanknewportJun 2019 to Jul 2022
- H&r BlockFeb 2019 to Apr 2019
- Ba Services Inc.Jun 2018 to Aug 2018
- University of Rhode IslandSep 2017 to May 2021
- Charlestown Mini SuperJun 2017 to Sep 2017
- Belmont MarketJun 2015 to May 2017
- Chariho Regional High SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
The Holland Group, Retirement Wealth Advisors, LLC
$286.1MAssets managed
755Clients
3Advisers
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
- 7602608
- Firm CRD
- 326421