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Mary Holevinski

Madison Avenue Securities, LLC
43 Years of Experience
Little Silver, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Mary Holevinski is a registered investment advisor at Madison Avenue Securities, LLC, based in Little Silver, NJ, with 43 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Madison Avenue Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 White Road, Suite 204, Little Silver, NJ, 07739

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mary is an independent contractor/realtor associate, a board member for a non-profit insurance and financial advisors association, and co-owner of Holevinski Financial Services, where she sells various insurance products. She dedicates about half her time to Holevinski Financial Services and minimal time to NYLARC, a reinsurance company.

Employment History
Current Registrations
Madison Avenue Securities, LLC
August 2011 - Present · 15 yrs 2 mos
Madison Avenue Securities, LLCBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Sagepoint Financial, INC.Broker
October 2008 - July 2011 · 2 yrs 9 mos
American General Securities IncorporatedBroker
October 1997 - October 2008 · 11 yrs
New York Life Securities CORP.Broker
August 1984 - April 1985 · 8 mos
Uslife Equity Sales CORP.Broker
May 1984 - October 1997 · 13 yrs 5 mos
Underhill Associates, IncorporatedBroker
September 1982 - June 1988 · 5 yrs 9 mos
State Registrations21 states
AZCTFLGAILLAMAMDMINCNJNYOHOKPASCTXUTVAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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