• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
REAGAN HOLLY
Reagan William Steven Holly
CRD#: 7405975
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 11501 ALTERRA PKWY
STE 115 & 550
AUSTIN, TX 78758-3201
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 11501 ALTERRA PKWY
STE 115 & 550
AUSTIN, TX 78758
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2022 - 2024 (1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2023 - 2024 (<1 year)
License(s)

State Registrations

B
Louisiana 1/4/2025

B
Texas 9/6/2024

B
Oklahoma 1/4/2025

IA
Texas 9/10/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
11501 ALTERRA PKWY STE 115 & 550, AUSTIN, TX 78758-3201
Registered with this firm since 9/10/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
11501 ALTERRA PKWY STE 115 & 550, AUSTIN, TX 78758
AUSTIN, TX
Registered with this firm since 9/6/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/14/2023 - 08/21/2024 CHARLES SCHWAB & CO., INC. (CRD#:5393) Austin, TX
B
11/21/2022 - 08/21/2024 CHARLES SCHWAB & CO., INC. (CRD#:5393) Austin, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.