Daniel Holly
Investment adviser representative at Andersen
10 yearsExperience
1 stateRegistered in
CFADesignation
$6.3BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- AndersenSep 2024 to now
- Andersen Tax LLCMar 2023 to now
- Self-employedJun 2021 to Mar 2023
- Window NationOct 2020 to Jun 2021
- Under ArmourOct 2017 to Oct 2020
- Johns Hopkins UniversityJun 2016 to Sep 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Andersen
Legal name: Andersen Tax LLC
$6.3BAssets managed
612Clients
22Advisers
23 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
- 7960633
- Firm CRD
- 124205