Stephen Koda (CRD# 7439503) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 2 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Univers Tech | Fort Lauderdale, FL | Mar 2022 - Current | 2 |
Advocate Investing Services | Woodbine, MD | Oct 2021 - Current | 2 |
Rocket Sports | Gaithersburg, MD | Jun 2016 - Current | 7 |
Doordash | Rockville, MD | Nov 2021 - Jun 2023 | 1 |
Northrop Grumman | Linthicum Heights, MD | Jun 2020 - Sep 2021 | 1 |
Montgomery Boys Lacrosse Officials Association (mbloa) | Gaithersburg, MD | Sep 2016 - Jan 2018 | 1 |
Safeway | Gaithersburg, MD | Jul 2015 - Jun 2016 | < 1 |
Student | Gaithersburg, MD | Oct 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MD
- TX
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$418,320
- 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
- Pension consulting services
- Other
DC, FL, MD, TX, VA
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