Kirstin MobyedCRD Number: 2316966
Current Firm: Clear Harbor Asset Management, LLC
Kirstin Mobyed (CRD# 2316966) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Park Avenue Securities LLC
Cetera Investment Advisers LLC
American Portfolios Advisors, Inc.
|Clear Harbor Asset Management, LLC
|New York, NY
|Dec 2019 - Current
|New York, NY
|Jun 2019 - Dec 2019
|Morgan Stanley Smith Barney
|Jun 2009 - Jun 2019
|Uniform Securities State Law Examination
|NASAA Investment Advisors Law Examination
Total Assets Under Management1,043MILLIONS
Total Number of Accounts1,207ACCOUNTS
Average Account Value$864,113
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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
AK, CA, CO, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VA, WA
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