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SIERRA SHORE FINANCIAL
HOLLETT,EDWARD ALAN
CRD 126811
500 CYPRESS ST., SUITE S-15, PISMO BEACH, CA, 93449, United States
Phone
805-295-6369
Fax
877-702-2047
Registration
— (—)
Source
State registered
Total AUM
$6.4M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 74 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Sole Proprietorship
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $4.5M |
| High net worth individuals | 1 | $100K |
| Pension/profit sharing plans | 1 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD