Avi Mandel (CRD# 7397516) is an Investment Advisor Representative working at Cm Capital Partners in Karnei Shomron, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cm Capital Partners | Jersey City, NJ | Jul 2023 - Current | < 1 |
| Cm Capital | Jersey City, NJ | Oct 2020 - Current | 3 |
| Mirage Construction | Leonia, NJ | Oct 2020 - Current | 3 |
| Norkez Properties | Jersey City, NJ | Oct 2020 - Current | 3 |
| Ma'ayanot Yeshiva High School For Girls | Teaneck, NJ | Sep 2018 - Sep 2020 | 2 |
| Herzog / Hebrew College | Jerusalem, | Sep 2012 - Aug 2018 | 5 |
| I Was In The Israeli Military And Then I Was In Sc | Jerusalem, | May 2011 - Aug 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- NY
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Total Assets Under Management15MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$225,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, LA, NJ, NV, NY
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