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Theron Robert Holladay

Investment adviser representative at Parkway Advisors, L.P.
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
25 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 fee

Services the firm offers

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

  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Parkway Advisors, L.P.Jun 2022 to now
  2. The University of the SouthSep 2021 to Jun 2022
  3. Parkway Advisors, L.P.Jun 2021 to Sep 2021
  4. The University of the SouthSep 2020 to Jun 2021
  5. NoneJun 2020 to Sep 2020
  6. The University of the SouthSep 2019 to Jun 2020
  7. NoneJun 2019 to Sep 2019
  8. The University of the SouthSep 2018 to Jun 2019
  9. NoneJun 2018 to Sep 2018
  10. Cooper High SchoolSep 2017 to Jun 2018
  11. NoneJun 2017 to Sep 2017
  12. Cooper High SchoolSep 2016 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

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

Parkway Advisors, L.P.

$4.1BAssets managed
58Clients
10Advisers
25 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
7706647
Firm CRD
112629
Advisor's SEC record (opens in a new tab)
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