Inessa Mischenko, financial advisor Philadelphia PA
93 score

Inessa Mischenko

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Inessa M. Mischenko
Phone Number: 267-295-2280
Firm Website: http://www.myciowp.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,109
    MILLIONS
  • Total Number of Accounts
    5,117
    ACCOUNTS
  • Average Account Value
    $998,503
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 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)
Types of Clients
Registered States

CA, CT, DC, DE, FL, IL, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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