Benjamin Holtz (CRD# 7441316) is an Investment Advisor Representative working at Mcadam LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2222281
Rbc Capital Markets, LLC
CRD# 2531770
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | San Francisco, CA | May 2021 - Current | 3 |
| University Of California Berkeley | Berkley, CA | Sep 2019 - May 2021 | 1 |
| University Of California Berkeley | Berkley, CA | Sep 2016 - May 2021 | 4 |
| French Lycee Of San Francisco | San Francisco, CA | Sep 2005 - Jun 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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