MH
Mary B. Holevinski
MADISON AVENUE SECURITIES
Little Silver, NJ 07739
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CRD#: 1051750
MH
Professional summary
Mary Bockman Holevinski is a registered financial advisor currently at MADISON AVENUE SECURITIES, LLC located in Little Silver, New Jersey.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Mary has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF BUSINESS: MARY HOLEVINSKI POSITION: INDEPENDENT CONTRACTOR/REALTOR ASSOCIATE NATURE: REAL ESTATE INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1978 ADDRESS: EXIT REALTY EAST COAST, 964 BROADWAY, WEST LONG BRANCH NJ 07764 DESCRIPTION: LISTING AND SALES OF REAL ESTATE PROPERTY 2) NAME OF BUSINESS: NORTH CENTRAL JERSEY NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS ("NAIFA") POSITION: BOARD MEMBER (NON-PROFIT) NATURE: ASSOCIATION INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/1982 ADDRESS: 200 WHITE ROAD, SUITE 204, LITTLE SILVER NJ 07739 DESCRIPTION: ATTEND ASSOCIATION MEETINGS, SECURE SPEAKERS AND CHECK OVER ASSOCIATION BILLS. 3) NAME OF BUSINESS: HOLEVINSKI FINANCIAL SERVICES POSITION: OWNER (50%) NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 50 START DATE: 06/01/1973 ADDRESS: 200 WHITE ROAD, SUITE 204, LITTLE SILVER NJ 07739 DESCRIPTION: SALES OF FIXED ANNUITIES, FIXED LIFE, LONG TERM CARE, DISABILITY, INDIVIDUAL LIFE, GROUP LIFE, MEDICAL, DENTAL AND DISABILITY. MAIN CARRIER IS NEW YORK LIFE INSURANCE CO. 4)NAME: NYLARC; INV RELATED: YES; ADDRESS: 200 WHITE ROAD, SUITE 204 LITTLE SILVER, NJ 07739; NATURE: REINSURANCE; POSITION: OWNER; START DATE: 01/01/1993; HOURS/MONTH: 4; TRADING HOURS/MONTH: 4; DUTIES: OWNER
CRS (Client Relationship Summary) - RIA
Click below to view Mary Bockman Holevinski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Mary Bockman Holevinski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 5, 2011 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 200 White Road Suite 204, Little Silver, NJ 07739RIA
BD
CRD#: 23224
Little Silver, NJ
Current
July 28, 2011 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 200 White Road Suite 204, Little Silver, NJ 07739RIA
BD
CRD#: 23224
Little Silver, NJ
Past
October 31, 2008 - July 13, 2011
OSAIC SERVICES, INC.
BD
CRD#: 133763
LITTLE SILVER, NJ
Past
October 1, 1997 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
LITTLE SILVER, NJ
Past
August 22, 1984 - April 29, 1985
NYLIFE SECURITIES LLC
BD
CRD#: 5167
Past
May 3, 1984 - October 1, 1997
USLIFE EQUITY SALES CORP.
BD
CRD#: 7962
NEW YORK, NY
Past
September 28, 1982 - June 2, 1988
UNDERHILL ASSOCIATES, INCORPORATED
BD
CRD#: 6999
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES
CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/29/2015)
RR
Connecticut(10/7/2020)
RR
Florida(7/28/2011)
RR
Georgia(10/17/2012)
RR
Illinois(2/9/2018)
RR
Louisiana(6/10/2013)
RR
Maryland(1/25/2017)
RR
Massachusetts(6/11/2012)
RR
Michigan(8/30/2011)
RR
New Jersey(8/15/2011)
IAR
New Jersey(8/22/2011)
RR
New York(7/28/2011)
RR
North Carolina(7/22/2014)
RR
Ohio(5/24/2016)
RR
Oklahoma(8/25/2021)
RR
Pennsylvania(7/28/2011)
RR
South Carolina(7/28/2011)
RR
Texas(9/28/2023)
RR
Utah(6/1/2018)
RR
Virginia(7/24/2013)
RR
West Virginia(8/21/2013)
RR
Wisconsin(7/17/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES
CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Mailing Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Phone number
(858) 207-1300
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
93
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KT EQUITY PARTNERS II, LLC | DIRECT OWNER | |
| CALLANAN, DAVID JAMES | MEMBER | 4237166 |
| FIXSEN, VILAYPHONE | CHIEF OPERATING OFFICER | 4585926 |
| FOSTER, CODY GRANT | MEMBER | 4237075 |
| JENSEN, GAIL MARIE | DEPUTY CHIEF COMPLIANCE OFFICER | 1943705 |
| MCNEES, MARTIN WILLIAM | PRESIDENT | 3168410 |
| METCALFE, INC. | OWNER | |
| PIERSON, MELISSA KAY | CHIEF COMPLIANCE OFFICER | 1685017 |
| SCHENDEL, JENNIFER | MEMBER | 6136948 |
| WOODS, SANDRA ANN | FINOP | 6200533 |
Regulatory assets under management
| Total Number of Accounts | 14,100 |
| AUM (Assets Under Management) | $ 2,038,801,712 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MADISON AVENUE SECURITIES, LLC
CRD#: 23224Little Silver, NJ 07739TRUST BUT VERIFY
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