David Mraz, financial advisor Modesto CA

David Mraz

CRD Number: 809949
Current Firm: Mraz, Amerine & Associates, Inc.

David Mraz (CRD# 809949) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Mraz, Amerine & Associates Modesto, CA Oct 2011 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for David F. Mraz
Phone Number: (209) 593-5870
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    566
    MILLIONS
  • Total Number of Accounts
    1,460
    ACCOUNTS
  • Average Account Value
    $387,335
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
Types of Clients
Registered States

CA, NV, TX, WI

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