Karen Schmid (CRD# 2488834) is an Investment Advisor Representative working at Moirai Wealth Management LLC in San Francisco, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moirai Wealth Management LLC | San Francisco, CA | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- CA
- TX
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts194ACCOUNTS
-
Average Account Value$1,855,724
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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