Max Holvik, financial advisor San Rafael CA
90 score

Max Holvik

CRD Number: 6410167
Current Firm: Private Ocean

Max Holvik (CRD# 6410167) is an Investment Advisor Representative working at Private Ocean in San Rafael, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Ocean San Rafael, CA May 2014 - Current 4
Mellon Capital Management/zerochaos San Francisco, CA Oct 2013 - May 2014 < 1
Holvik Consulting Slemmestad, Jan 2013 - May 2014 1
Personal Slemmestad, Nov 2012 - Jan 2013 < 1
Barclays Capital London, Aug 2011 - Nov 2012 1
Travel Barcelona, May 2011 - Jul 2011 < 1
Student Barcelona, Jan 2011 - May 2011 < 1
Student Philadelphia, PA Sep 2010 - Dec 2010 < 1
Barclays Capital London, Jun 2010 - Aug 2010 < 1
Student Barcelona, Aug 2009 - Jun 2010 < 1
Travel San Francisco, CA May 2009 - Aug 2009 < 1
Mellon Capital Management San Francisco, CA Dec 2006 - May 2009 2

Max Holvik has no recent exams reported.
Contact Info for Max Holvik
Phone Number: 415-526-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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Clean Record
This advisor has a clean track record with regulators.

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