Alan Moucha, financial advisor Princeton NJ
96 score

Alan Moucha

CRD Number: 1082811
Current Firm: Princeton Portfolio Strategies Group LLC

Alan Moucha (CRD# 1082811) is an Investment Advisor Representative working at Princeton Portfolio Strategies Group LLC in Princeton, NJ and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Princeton Portfolio Strategies Group LLC Princeton, NJ Apr 2013 - Current 3
Jamison Eaton & Wood, Inc. Chatham, NJ Jun 2004 - Mar 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Alan M. Moucha
Phone Number: 609-436-5680
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $945,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, CO, CT, DC, FL, MA, MD, ME, NC, NH, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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