Mozart PrudentCRD Number: 5850021
Current Firm: Coastal Investment Advisors
Mozart Prudent (CRD# 5850021) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 11 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Cgm Group, LLC||New York, NY||Jan 2016 - Current||6|
|Coastal Equities, Inc.||Wilmington, DE||Apr 2014 - Current||8|
|John Carris Investments||New York, NY||Jan 2011 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management844MILLIONS
Total Number of Accounts3,414ACCOUNTS
Average Account Value$247,109
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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