Ada Matasovski (CRD# 2337402) is an Investment Advisor Representative working at Optimist Capital in Los Angeles, CA and has over 21 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimist Capital LLC | Palm Beach, FL | Nov 2019 - Current | 4 |
| Ada Matasovski Dba: Melita Media | Los Angeles, CA | Apr 2009 - Current | 15 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2018 - Oct 2019 | 1 |
| Transamerica Financial Advisors, Inc. | Glendale, CA | Aug 2016 - Jun 2017 | < 1 |
| World Financial Group, Inc. | Glendale, CA | Jul 2016 - Jun 2017 | < 1 |
| Development Corporation For Israel | Los Angeles, CA | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CA
- FL
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$978,864
- 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
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL
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