Mark Halvorsen

from Gray Oak Capital Management, LLC
SEC regulated
Regulated Investment Advisor
Mark Halvorsen is a financial advisor based in Connecticut, Greenwich, with 21 years of experience. Mark currently works for Gray Oak Capital Management, LLC. Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Halvorsen works at Gray Oak Capital Management, LLC
Gray Oak Capital Management, LLC is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $43,122,786 of assets under management and employs about 6 people. Gray Oak Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
537 Steamboat Road, Suite 200, Greenwich, Connecticut, 6830

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