EM
CFP
EM
CFP

Eileen Louise Mouly

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
78 clients
Average Client Portfolio
$234K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$25K
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Location

12401 Orange Drive, Suite 223, Davie, FL, 33330

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eileen is a registered investment advisor, licensed insurance agent, and certified public accountant, all offered through Mouly Financial Management, Inc. ELM Financial Services Inc, of which she is a 100% shareholder, leases office space.

Employment History
Current Registrations
Supreme Alliance LLC
May 2019 - Present · 6 yrs 9 mos
Supreme Alliance LLCBroker
May 2019 - Present · 6 yrs 9 mos
Mouly Financial Management, INC.
August 1991 - Present · 34 yrs 6 mos
Previous Registrations
Singer Xenos Securities, CORP.Broker
June 2014 - May 2019 · 4 yrs 11 mos
Diversified Capital CorporationBroker
June 1996 - July 2014 · 18 yrs 1 mo
R.K. Grace & CO.Broker
April 1995 - July 1996 · 1 yr 3 mos
Huttoe & Associates, INC.Broker
July 1986 - April 1995 · 8 yrs 9 mos
Investacorp, INC.Broker
December 1985 - July 1986 · 7 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.