Security Holder · Arbor Investment Advisors
William E. Hollan
CRD 5905389 · Named on Form ADV at one SEC-registered adviser
At a glance
Arbor Investment Advisors, an SEC-registered wealth manager based in Winston Salem, NC with $1.3 billion in regulatory assets, lists William E. Hollan on its Form ADV as Security Holder, a control person.
Firms and roles
- Arbor Investment AdvisorsSecurity HolderWealth manager · Winston Salem, NC · $1.3B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott E. CawoodChief Executive Officer and Chief Investment Officer, Arbor Investment Advisors
- Scott D. JonesChief Financial Officer, Treasurer, Secretary, Arbor Investment Advisors
- Erika L. MielkeChief Growth Officer, Arbor Investment Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.