Mark
Halvorsen

Gray Oak Capital Management, LLC

CRD#4750852
Investment Advisor
in Greenwich, CT

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About this Advisor

Mark Halvorsen is a financial advisor who works in Greenwich, Connecticut with 2 years of relevant experience. Halvorsen currently works for Gray Oak Capital Management, LLC. During their career, Halvorsen has held roles at Maple Securities U.S.A, Velocity Capital LLC, Bolton Lp, Hc Technologies LLC, Gray Oak Capital, LLC and Gray Oak Capital Management, LLC. Halvorsen has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Gray Oak Capital Management, LLC is a registered investment firm with a branch in Greenwich, Connecticut.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Office Location

537 Steamboat Road Suite 200
Greenwich, CT 06830

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Mark Halvorsen Work History

Mark has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Gray Oak Capital Management, LLC

2017 - Present (7 years)

Gray Oak Capital, LLC

2017 - 2019 (2 years)

Velocity Capital LLC

2016 - 2017 (1 year)

Hc Technologies LLC

2015 - 2016 (1 year)

Bolton Lp

2005 - 2015 (10 years)

Maple Securities U.S.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Halvorsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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