Mary Bockman Holevinski

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Madison Avenue Securities, Inc.
  Little Silver, NJ
• 06/1973 → Present
  Holevinski Financial Services
  Little Silver, NJ

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-28
• S63 Uniform Securities Agent State Law Examination
  1998-02-27