Marcus Holzberg (CRD# 7361515) is an Investment Advisor Representative working at Holzberg Wealth Management, Inc. in Corte Madera, CA and has over 2 years of experience in the finance industry. Marcus Holzberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holzberg Wealth Management | Corte Madera, CA | Oct 2022 - Current | 1 |
| Holzberg Wealth Management | Corte Madera, CA | Mar 2021 - Oct 2022 | 1 |
| Cinetic Media | New York, NY | Jan 2020 - Mar 2021 | 1 |
| Sloss Eckhouse Law Co | New York, NY | Sep 2017 - Jan 2020 | 2 |
| Alphasights | San Francisco, CA | Aug 2017 - Aug 2017 | < 1 |
| Holzberg Wealth Management | Corte Madera, CA | Jun 2017 - Jul 2017 | < 1 |
| Wesleyan University | Middletown, CT | Sep 2013 - May 2017 | 3 |
| Hyde Park Entertainment | Sherman Oaks, CA | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$313,067
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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