Michael Holaday has been an investment adviser representative at Gilbert Greg RIA since June 2021, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
- – present · 5 yearsEl Cajon, CA · Adviser representative · Firm CRD 304981
Investment adviser representative registrations
Michael Holaday is registered as an investment adviser representative in California, since June 2021.
- CaliforniaSince 1 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 June 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 4 February 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 November 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 1993 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Michael Andrew Holaday
- CRD
- 2314195
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 1010 Pioneer Way, El Cajon, CA 92020
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Holaday work?
Michael Holaday is an investment adviser representative registered through Gilbert Greg RIA, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Holaday a financial advisor?
Yes. Michael Holaday has a current investment-adviser registration in California, through Gilbert Greg RIA since June 2021.
How many years of experience does Michael Holaday have?
Michael Holaday has 22 years in the financial industry, since January 2004, across 1 adviser firm.
What exams has Michael Holaday passed?
Michael Holaday has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in April 1993. FINRA credited Michael Holaday with the SIE, which began in October 2018.
Where is Michael Holaday based?
Michael Holaday’s registered office is in El Cajon, CA.
Is Michael Holaday registered with FINRA?
Yes. Michael Holaday has a current broker registration, under CRD 2314195.
Source: FINRA BrokerCheck
How can I verify Michael Holaday’s record?
Search CRD 2314195 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Holaday’s full registration record.