Nader Al-Mooshi is a registered investment advisor, based in Austin, TX, with 8 years of industry experience.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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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
Nader is part of the Knights of Columbus board and volunteers with church activities. He is also the founder, member, and wealth advisor at Mooshi Wealth Planning & Management, spending nearly full-time hours advising clients on investments and minimal time managing the business's daily operations.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations30 states
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