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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

TitleChief Operating Officer
OwnershipUnder 5%
Control personYes
Since2022

Advyzon Investment Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023