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Marcus Andrew Holzberg

Holzberg Wealth Management, Inc.

Corte Madera, CA

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Current Employers
Holzberg Wealth Management, Inc.

Corte Madera, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-28
  • CA RA
    APPROVED
    Since 2021-05-28

Branch Locations

Corte Madera, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holzberg Wealth Management Corte Madera CA 03/2021 10/2022
Cinetic Media New York NY 01/2020 03/2021
Sloss Eckhouse Law Co New York NY 09/2017 01/2020
Alphasights San Francisco CA 08/2017 08/2017
Holzberg Wealth Management Corte Madera CA 06/2017 07/2017
Wesleyan University Middletown CT 09/2013 05/2017
Holzberg Wealth Management Corte Madera CA 10/2022 Present
  • 03/2021 → 10/2022
    Holzberg Wealth Management
    Corte Madera, CA
  • 01/2020 → 03/2021
    Cinetic Media
    New York, NY
  • 09/2017 → 01/2020
    Sloss Eckhouse Law Co
    New York, NY
  • 08/2017 → 08/2017
    Alphasights
    San Francisco, CA
  • 06/2017 → 07/2017
    Holzberg Wealth Management
    Corte Madera, CA
  • 09/2013 → 05/2017
    Wesleyan University
    Middletown, CT
  • 10/2022 → Present
    Holzberg Wealth Management
    Corte Madera, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-28
  • S65 Uniform Investment Adviser Law Examination
    2021-05-28
Designations

View on SEC IAPD

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