Kristen Holt has been an investment adviser representative at Alongside since April 2026, and is not listed among the firm’s executive officers or direct owners.
Alongside, LLC is an Austin, TX firm with $879M under management, 2,122 clients and 3 advisers across 7 offices, as of its June 2026 filing.
Kristen Holt’s longest registration was 5 years at Commonwealth Financial Network (2018–2023). Before joining Alongside in 2026, Kristen Holt was registered through Commonwealth Financial Network.
- Cottonwood Capital AdvisorsAlso current– present · 3 yearsIrving, TX · Adviser representative · Firm CRD 322366
- Commonwealth Financial Network– · 5 yearsIrving, TX · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Kristen Holt is registered as an investment adviser representative in Texas, since March 2023.
- TexasSince 29 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 2011 |
| Series 7 | General Securities Representative Examination | 14 June 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristen Joy Holt
- CRD
- 5429380
- Firm
- Alongside · CRD 333587
- Office
- 105 Decker Ct, Suite 730, Irving, TX 75062
- Registration
- Investment adviser registration
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Kristen Holt work?
Kristen Holt is an investment adviser representative registered through Alongside, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kristen Holt a financial advisor?
Yes. Kristen Holt has a current investment-adviser registration in Texas, through Alongside since April 2026.
How many years of experience does Kristen Holt have?
Kristen Holt has 17 years in the financial industry, since June 2009, across 3 adviser firms.
What exams has Kristen Holt passed?
Kristen Holt has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2009. FINRA credited Kristen Holt with the SIE, which began in October 2018.
Where did Kristen Holt work before Alongside?
Before Alongside, Kristen Holt was registered through Commonwealth Financial Network, January 2018 to April 2023.
Where is Kristen Holt based?
Kristen Holt’s registered office is in Irving, TX.
Is Kristen Holt registered with FINRA?
No. Kristen Holt has no current broker registration.
How can I verify Kristen Holt’s record?
Search CRD 5429380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Holt’s full registration record.