Educated Wealth & Financial, LLC

Educated Wealth & Financial, LLC (CRD# 283739) is a financial advisory firm headquartered in Westport, CT. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
606 Post Road, East #676, Westport, CT 06880
http://www.educatedwealthandfinancial.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Educated Wealth & Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Friedman, financial advisor Westport CT
Mark M. Friedman
CRD#: 6649024
Westport, CT

Mark Friedman (CRD# 6649024) is an Investment Advisor Representative working at Educated Wealth & Financial, LLC in Westport, CT and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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