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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

ERIC SCOTT HOLT

Advisor at CERITY PARTNERS LLC

NEW YORK, NY | Scottsdale, AZ

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Search this name across graphsid dfx:ria:04d2f6f4-2f7f-9ae2-b436-c06b641da6b2

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 12, 2003 to Sep 19, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 7, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Nov 7, 2000
First registration: Feb 12, 2003
Dual registered: no
IAPD individual key: 4274535

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Sep 14, 2026	n/a	yes	Scottsdale, AZ\|NEW YORK, NY	Current employment
CERITY PARTNERS LLC	Independent wealth	Sep 14, 2026	n/a	yes	NEW YORK, NY\|Scottsdale, AZ	Current employment
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	Oct 26, 2018	n/a	yes	Denver, CO\|Scottsdale, AZ	Current employment
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	Oct 26, 2018	Sep 16, 2026	no	Denver, CO\|DENVER, CO\|Denver, CO\|Scottsdale, AZ	Previous registration
7258 WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 8, 2018	Dec 6, 2018	no	Denver, CO\|DENVER, CO	Previous registration
7258 WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 8, 2018	Dec 6, 2018	no	Denver, CO\|DENVER, CO	Previous registration
ARAX ADVISORY PARTNERS	Bd affiliated wealth	Apr 6, 2015	Jun 11, 2018	no	NEW YORK, NY	Previous registration
ARAX ADVISORY PARTNERS	Bd affiliated wealth	Apr 6, 2015	Jun 11, 2018	no	NEW YORK, NY	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Mar 30, 2005	Nov 27, 2007	no	CHICAGO, IL\|DENVER, CO\|NASHVILLE, TN	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Mar 30, 2005	Nov 27, 2007	no	CHICAGO, IL\|DENVER, CO\|NASHVILLE, TN	Previous registration
CARNICK & COMPANY, INCORPORATED	n/a	Feb 12, 2003	Jul 10, 2003	no	COLORADO SPRIINGS, CO	Previous registration
CARNICK & COMPANY, INCORPORATED	n/a	Feb 12, 2003	Jul 10, 2003	no	COLORADO SPRIINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOK FINANCIAL PRIVATE WEALTH, INC.	CERITY PARTNERS LLC	Sep 16, 2026	Sep 14, 2026	-2	Firm change	RIA to RIA
7258 WEALTH MANAGEMENT, INC.	BOK FINANCIAL PRIVATE WEALTH, INC.	Dec 6, 2018	Oct 26, 2018	-41	Firm change after gap	Other
ARAX ADVISORY PARTNERS	7258 WEALTH MANAGEMENT, INC.	Jun 11, 2018	Jun 8, 2018	-3	Firm change	RIA to new firm
ALLIANCEBERNSTEIN L.P.	ARAX ADVISORY PARTNERS	Nov 27, 2007	Apr 6, 2015	2,687	Firm change after gap	Other
CARNICK & COMPANY, INCORPORATED	ALLIANCEBERNSTEIN L.P.	Jul 10, 2003	Mar 30, 2005	629	Firm change after gap	Other

Relationships

Registered with (5)

→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: current employment
Oct 26, 2018 to presentfactForm ADV
→ 7258 WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 8, 2018 to Dec 6, 2018factForm ADV
→ ARAX ADVISORY PARTNERSRegistered adviserregistration: previous registration
Apr 6, 2015 to Jun 11, 2018factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Mar 30, 2005 to Nov 27, 2007factForm ADV
→ CARNICK & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Feb 12, 2003 to Jul 10, 2003factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 16, 2026
Advisor changed firm
Eric Scott Holt left Bok Financial Private Wealth, Inc. for Cerity Partners LLC (registered 2026-09-14)
Form ADVobserved 2 days ago

Show 3 bookkeeping events

Occurred
Sep 18, 2026
Eric Scott Holt added a NE registration at Cerity Partners Llc
Occurred
Sep 16, 2026
Eric Scott Holt added a AZ registration at Cerity Partners Llc
Occurred
Sep 14, 2026
Eric Scott Holt added a CO registration at Cerity Partners Llc