Robert Holaday has been an investment adviser representative at Gilbert Greg RIA since March 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
Robert Holaday is registered as an investment adviser representative in California, since March 2021.
- CaliforniaSince 2 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 16 February 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 November 1986 |
| Series 7 | General Securities Representative Examination | 18 February 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 January 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Earl Holaday
- CRD
- 1043463
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 1010 Pioneer Way, El Cajon, CA 92020
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Holaday work?
Robert Holaday is an investment adviser representative registered through Gilbert Greg RIA, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Robert Holaday a financial advisor?
Yes. Robert Holaday has a current investment-adviser registration in California, through Gilbert Greg RIA since March 2021.
How many years of experience does Robert Holaday have?
Robert Holaday has 43 years in the financial industry, since March 1983, across 1 adviser firm.
What exams has Robert Holaday passed?
Robert Holaday has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 24. The earliest, the Series 6, was passed in January 1983. FINRA credited Robert Holaday with the SIE, which began in October 2018.
Where is Robert Holaday based?
Robert Holaday’s registered office is in El Cajon, CA.
Is Robert Holaday registered with FINRA?
Yes. Robert Holaday has a current broker registration, under CRD 1043463.
Source: FINRA BrokerCheck
How can I verify Robert Holaday’s record?
Search CRD 1043463 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Holaday’s full registration record.