Meghan Elyse Holmes
Chief Operating OfficerAdvyzon Investment Management, LLCCRD 5366393
About Meghan Elyse Holmes
Meghan Elyse Holmes is listed as Chief Operating Officer at Advyzon Investment Management, LLC in Lisle, IL. Form ADV reports a beneficial ownership band of Under 5%. Meghan Elyse Holmes is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Advyzon Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Meghan Elyse Holmes work?
Meghan Elyse Holmes is listed as Chief Operating Officer at Advyzon Investment Management, LLC on SEC Form ADV.
How much of Advyzon Investment Management, LLC does Meghan Elyse Holmes own?
Form ADV reports a beneficial ownership band of Under 5%.
Advyzon Investment Management, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Advyzon Investment Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |