Inessa MischenkoCRD Number: 3136576
Current Firm: Mycio Wealth Partners, LLC
Inessa Mischenko (CRD# 3136576) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Mycio Wealth Partners, LLC||Philadelphia, PA||Feb 2016 - Current||1|
|Threshold Group, LLC||Gig Harbor, WA||Jun 2015 - Jan 2016||< 1|
|Pbwm Holdings||Lancaster, PA||Jan 2015 - Mar 2015||< 1|
|Parentebeard Wealth Management||York, PA||Mar 2014 - Jan 2015||< 1|
|Convergent Wealth Advisors||Rockville, MD||May 2007 - Mar 2014||6|
|Lydian Wealth Management Company, LLC||Rockville, MD||Apr 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 1999|
Total Assets Under Management5,109MILLIONS
Total Number of Accounts5,117ACCOUNTS
Average Account Value$998,503
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, IL, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA
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