David Mozeika is a registered investment advisor at Invst, LLC, based in Red Bank, NJ, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,301 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees vary between 0.10% and 1.50% depending on portfolio size and composition. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
11 Wharf Ave, Suite 4, Red Bank, NJ, 07701
Get directionsHistory
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 involved in several business activities, including Tomoro Private Client, acting as a trustee for an irrevocable trust, developing a planning platform with FLO Free LLC, owning investment real estate through Inlet Holdings LLC, and working with Currence, a software company. He also has a small insurance business, dedicating minimal time to it.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Matthew Santarsiero, CFPInvst, LLC
- James Freisen, CFPLPL Financial LLC
- Gregory Shulman, CFP, ChFCProsperity Capital Advisors
- Richard Dworzak, CFPBenjamin F. Edwards & Company, Incorporated
- John Turi, ChFCAmeriprise Financial Services, LLC
- Robert Marks, CFP