Elizabeth Hollman has been an investment adviser representative at McLean Asset Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Elizabeth Hollman holds a Master of Science in Finance from Loyola University Maryland and a Bachelor of Arts in Economics from the University of Virginia.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Liz Hollman is Senior Advisor of McLean Asset Management. She partners with both clients and advisors at McLean. Before joining McLean, she spent 10+ years at wealth management and investment advisory firms, with work covering investment strategies, investment analysis and research, process improvement, advisor development, account servicing, and client education.
Elizabeth Hollman’s longest registration was 3 years at RBC Capital Markets, LLC (2015–2019). Before joining McLean Asset Management in 2026, Elizabeth Hollman was registered through Bull Harbor Capital LLC. and MML Investors Services, LLC.
- – present · under a yearCockeysville, MD · Adviser representative · Firm CRD 108067
- Bull Harbor Capital LLC.– · 1 yearCockeysville, MD · Adviser representative · Firm CRD 324995
- MML Investors Services, LLC– · 2 yearsCockeysville, MD · Adviser representative · Firm CRD 10409
- Raymond James & Associates, Inc.– · 3 yearsBaltimore, MD · Adviser representative · Firm CRD 705
- RBC Capital Markets, LLC– · 3 yearsBaltimore, MD · Adviser representative · Firm CRD 31194
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elizabeth Hollman is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- MarylandSince 26 February 2026
- VirginiaSince 26 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 September 2015 |
| Series 7 | General Securities Representative Examination | 24 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth M Hollman
- CRD
- 6206415
- Firm
- McLean Asset Management · CRD 108067
- Office
- Cockeysville, MD
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Elizabeth Hollman work?
Elizabeth Hollman is an investment adviser representative registered through McLean Asset Management Corporation since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Hollman a financial advisor?
Yes. Elizabeth Hollman has a current investment-adviser registration in Maryland and Virginia, through McLean Asset Management since February 2026.
How many years of experience does Elizabeth Hollman have?
Elizabeth Hollman has 11 years in the financial industry, since April 2015, across 5 adviser firms.
What exams has Elizabeth Hollman passed?
Elizabeth Hollman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited Elizabeth Hollman with the SIE, which began in October 2018.
Where did Elizabeth Hollman work before McLean Asset Management?
Before McLean Asset Management, Elizabeth Hollman was registered through Bull Harbor Capital LLC., December 2024 to February 2026; MML Investors Services, LLC, February 2023 to August 2025; Raymond James & Associates, Inc., June 2019 to February 2023; RBC Capital Markets, LLC, September 2015 to June 2019.
Where is Elizabeth Hollman based?
Elizabeth Hollman’s registered office is in Cockeysville, MD.
Is Elizabeth Hollman registered with FINRA?
No. Elizabeth Hollman has no current broker registration.
Is Elizabeth Hollman a CFP?
McLean Asset Management lists Elizabeth Hollman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Elizabeth Hollman’s record?
Search CRD 6206415 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Hollman’s full registration record.
