Jeffrey Holtman is a registered investment advisor, based in Westport, CT, with 26 years of industry experience.
Location
575-B Riverside Avenue, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a managing partner at Dock Street Capital Management LLC, dedicating full-time hours to asset management and liquidation services. He also holds positions at Mulberry Way Management, LLC & Corp. and PCS Franchising LLC, requiring minimal time and about 10% of his time, respectively.
Employment History
Current Registrations
Beech Hill Securities, INC.Broker
Dock Street Capital Management LLC
Previous Registrations
Cross Point Capital LLCBroker
Kbc Financial Products USA, INC.Broker
Charter Atlantic Securities Company, INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations9 states
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