Moriah Boutin, financial advisor Los Angeles CA

Moriah Boutin

CRD Number: 6681481
Current Firm: Surevest Private Wealth

Moriah Boutin (CRD# 6681481) is an Investment Advisor Representative working at Surevest Private Wealth in Los Angeles, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Surevest, LLC Phoenix, AZ Jan 2020 - Current < 1
Surevest Wealth Management Phoenix, AZ Jun 2016 - Feb 2020 3
Androscoggin Home Care & Hospice Lewiston, ME Apr 2014 - Jun 2016 2
Husson University Westbrook, ME Sep 2010 - Dec 2014 4
Davinci's Lewiston, ME Jun 2012 - Apr 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Moriah B. Boutin
Phone Number: 310-492-7330
Firm Website: http://www.svwealth.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    382
    MILLIONS
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $494,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, DC, FL, NV, NY, TX, VA, WA

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