Juliana Moravy (CRD# 7702570) is an Investment Advisor Representative working at Elmwood Wealth Management in Oakland, CA and has 1 year of experience in the finance industry. Juliana Moravy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elmwood Wealth Management | Berkeley, CA | Jan 2023 - Current | 1 |
| Elmwood Wealth Management | Berkeley, CA | Dec 2015 - Dec 2022 | 7 |
| Restoration Hardware | Corte Madera, CA | Sep 2012 - Dec 2015 | 3 |
- CA
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts638ACCOUNTS
-
Average Account Value$434,555
- 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
- Selection of other advisers (including private fund managers)
CA, NH
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