Hollett,Edward Alan
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 126811
· Pismo Beach, CA
· WWW.SIERRASHORE.COM
☆ Save with Pro
ADV data as of Mar 16, 2026
- Regulatory AUM
- $6.4M
- Discretionary
- $0
- Clients
- 74
- Avg AUM / client
- $86.5K
- Accounts
- 74
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $4.5M | 70.3% |
| High net worth individuals | 1 | $100K | 1.56% |
| Pension and profit sharing plans | 1 | $1.8M | 28.1% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Alan Hollett | Registered representative | Jun 2003 (23y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗