Zachary Samuel Holland
Investment adviser representative at Holland Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$307.7MFirm assets
9 yearsFirm in business
Are you Zachary Samuel Holland? Claim your profile
Contact this firm
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
10 years in the industry.
- Holland Advisory Services, Inc.Jun 2026 to now
- Fidelity InvestmentsJun 2024 to May 2026
- University of FloridaAug 2022 to Jun 2024
- Lowes Home ImprovementMay 2022 to Aug 2022
- University of FloridaAug 2021 to May 2022
- Holland FinancialMay 2021 to Sep 2021
- University of FloridaAug 2020 to May 2021
- Chick-fil-aSep 2018 to Aug 2020
- Spruce Creek High SchoolAug 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Holland Advisory Services, Inc.
$307.7MAssets managed
527Clients
11Advisers
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
- 7948169
- Firm CRD
- 136302