Holt Fogarty is a registered investment advisor, based in Bethesda, MD, with 20 years of industry experience.
Location
7373 Wisconsin Ave., Suite #750, Bethesda, MD, 20814
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Paralel DistributorsBroker
February 2026 - Present · 2 mos
Paralel Distributors
February 2026 - Present · 2 mos
Potomac
December 2025 - Present · 4 mos
Previous Registrations
Sei Investments Distribution CO.Broker
March 2016 - September 2024 · 8 yrs 6 mos
Sei Investments Management CORP
March 2016 - September 2024 · 8 yrs 6 mos
Fdx Capital LLCBroker
September 2015 - March 2016 · 6 mos
Curian Clearing, LLCBroker
January 2010 - September 2015 · 5 yrs 8 mos
Curian Capital, LLC
January 2008 - September 2015 · 7 yrs 8 mos
Jackson National Life Distributors LLCBroker
May 2006 - December 2009 · 3 yrs 7 mos
Curian Capital, LLC
January 2004 - December 2007 · 3 yrs 11 mos
State Registrations10 states
COIAKSMDMNMONDNESDWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.