Mary Holevinski, financial advisor San Diego CA
83 score

Mary Holevinski

CRD Number: 1051750
Current Firm: Madison Avenue Securities, LLC

Mary Holevinski (CRD# 1051750) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Avenue Securities, Inc. Little Silver, NJ Jul 2011 - Current 5
Holevinski Financial Services Little Silver, NJ Jun 1973 - Current 43
Sagepoint Financial, Inc. Little Silver, NJ Oct 2008 - Jul 2011 2
American General Securities Incorporated Little Silver, NJ Oct 1997 - Oct 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary B. Holevinski
Phone Number: 888-627-7323
Firm Website: http://www.mas-bd.com
Registered State(s):
  • GA
  • LA
  • NJ
  • SC
  • WV
  • WI
  • MI
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    3,611
    ACCOUNTS
  • Average Account Value
    $91,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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