Taylor Holloway has been an investment adviser representative at Ridgeline Wealth Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners.
Ridgeline Wealth Advisors, LLC. is a Raleigh, NC firm with $189M under management, 199 clients and 4 advisers across 6 offices, as of its July 2026 filing.
Taylor Holloway’s longest registration was 8 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2015–2024). Before joining Ridgeline Wealth Advisors in 2025, Taylor Holloway was registered through Northwestern Mutual Investment Services,llc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 1 yearRaleigh, NC · Adviser representative · Firm CRD 284843
- Northwestern Mutual Investment Services,llc– · under a yearRaleigh, NC · Adviser representative · Firm CRD 2881
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsRaleigh, NC · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Taylor Holloway is registered as an investment adviser representative in North Carolina, since March 2025.
- North CarolinaSince 17 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 September 2015 |
| Series 7 | General Securities Representative Examination | 20 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Taylor M Holloway
- CRD
- 6167355
- Firm
- Ridgeline Wealth Advisors · CRD 284843
- Office
- 7500 SIX FORKS RD, SUITE 100, Raleigh, NC 27615
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Taylor Holloway work?
Taylor Holloway is an investment adviser representative registered through Ridgeline Wealth Advisors, LLC. since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Holloway a financial advisor?
Yes. Taylor Holloway has a current investment-adviser registration in North Carolina, through Ridgeline Wealth Advisors since March 2025.
How many years of experience does Taylor Holloway have?
Taylor Holloway has 11 years in the financial industry, since July 2015, across 3 adviser firms.
What exams has Taylor Holloway passed?
Taylor Holloway has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited Taylor Holloway with the SIE, which began in October 2018.
Where did Taylor Holloway work before Ridgeline Wealth Advisors?
Before Ridgeline Wealth Advisors, Taylor Holloway was registered through Northwestern Mutual Investment Services,llc, November 2024 to February 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2015 to September 2024.
Where is Taylor Holloway based?
Taylor Holloway’s registered office is in Raleigh, NC.
Is Taylor Holloway registered with FINRA?
No. Taylor Holloway has no current broker registration.
How can I verify Taylor Holloway’s record?
Search CRD 6167355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Holloway’s full registration record.