IA
Ian A Holder
CRD 5589989
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cary Street Partners Investment Advisory Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (5)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Westminster Canterbury On Chesapeake Bay | Officer/Director | — | 09/30/2024 |
| Ghent District Foundation | Officer/Director | — | 12/31/2024 |
| 21 St Street Area Business Association Inc | Officer/Director | — | 12/31/2024 |
| Norfolk Academy | TRUSTEE | — | 06/30/2024 |
| Young Mens Christian Association Of South Hampton Roads | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗