Taylor Hollis, Financial Advisor in Nashville, TN · Ritholtz Wealth Management

Career

Taylor Hollis has been Managing Member of Ritholtz Wealth Management since February 2025, is not listed as a control person, but directly owns under 5% of the firm.

Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.

Taylor Hollis is Director of Family Office Services of Ritholtz Wealth Management. Hollis's roles before joining RWM include Associate Advisor at an RIA firm, a position at a multi-family office, and Investment Advisor at a trust company.

Taylor Hollis’ longest registration is the current one, 4 years at Ritholtz Wealth Management since 2022. Before joining Ritholtz Wealth Management in 2022, Taylor Hollis was registered through FTB Advisors, Inc.

Ritholtz Wealth ManagementCurrent
March 2022 – present · 4 years
Nashville, TN · Adviser representative · Firm CRD 168652
FTB Advisors, Inc.
November 2015 – July 2017 · 1 year
Nashville, TN · Adviser representative · Firm CRD 17117

Credentials and registrations

Professional designations

Listed by Ritholtz Wealth Management

CFP®
CFA®

Investment adviser representative registrations

Taylor Hollis is registered as an investment adviser representative in Tennessee, since March 2022.

TennesseeSince 15 March 2022

Examinations

Exam	Name	Passed
SIE	Securities Industry Essentials Examination	Credited
Series 66	Uniform Combined State Law Examination	3 October 2014
Series 7	General Securities Representative Examination	19 August 2014

SIECredited

Name: Securities Industry Essentials Examination

Series 663 October 2014

Name: Uniform Combined State Law Examination

Series 719 August 2014

Name: General Securities Representative Examination

Key facts

Full name: Taylor Dawn Hollis
CRD: 6303190
Firm: Ritholtz Wealth Management · CRD 168652
Role: Managing Member
Office: Nashville, TN
Registration: Investment adviser registration
In the industry since: July 2020
Disciplinary history: Not yet shown here · SEC record
Firm bio: ritholtzwealth.com

Common questions

Where does Taylor Hollis work?

Taylor Hollis has been Managing Member of Ritholtz Wealth Management since February 2025.

Source: Form ADV, Schedule A, filed 10 August 2026

Is Taylor Hollis a financial advisor?

Yes. Taylor Hollis has a current investment-adviser registration in Tennessee, through Ritholtz Wealth Management since March 2022.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Taylor Hollis have?

Taylor Hollis has 6 years in the financial industry, since July 2020, across 2 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Taylor Hollis passed?

Taylor Hollis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Taylor Hollis with the SIE, which began in October 2018.

Source: IAPD individual record, checked 21 October 2026

Where did Taylor Hollis work before Ritholtz Wealth Management?

Before Ritholtz Wealth Management, Taylor Hollis was registered through FTB Advisors, Inc., November 2015 to July 2017.

Source: IAPD individual record, checked 21 October 2026

Where is Taylor Hollis based?

Taylor Hollis’ registered office is in Nashville, TN.

Source: IAPD individual record, checked 21 October 2026

Is Taylor Hollis registered with FINRA?

No. Taylor Hollis has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

Is Taylor Hollis a CFP?

Ritholtz Wealth Management lists Taylor Hollis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.