Maurice Gelfo (CRD# 1182486) is an Investment Advisor Representative working at Equitable Advisors, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors LLC | New York, NY | Jan 2023 - Current | 1 |
| Kestra Advisory Services, LLC | Encino, CA | Apr 2016 - Jan 2023 | 6 |
| Kestra Investment Services, LLC | Encino, CA | Jan 2011 - Jan 2023 | 12 |
| Nfp Securities Inc. | Encino, CA | Jan 2011 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- AZ
- CA
- CO
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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