David Mowad is a CFP-designated registered investment advisor, based in Ramsey, NJ, with 14 years of industry experience.
Location
500 North Franklin Turnpike, Suite 104, Ramsey, NJ, 07446
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance agent selling non-variable insurance and annuities, dedicating a few hours per week. He also manages rental property and is involved in two LLCs for tax and estate planning purposes, each requiring minimal time.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
World Investments, LLC
Previous Registrations
The Strategic Financial Alliance, INC.Broker
Kolinsky Wealth Management, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pts Brokerage, LLCBroker
Pts Brokerage, LLC
Ridgewood Associates INC. NjBroker
Morgan Stanley Dw INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.