Peter Thomas Mooney

CFP · ChFC

Coordinated Capital Securities, INC.

47 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Coordinated Capital Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

236 clients

Average Client Portfolio

$617K average

Assets Under Management

$145.7M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

1900 S. Harbor City Blvd., Suite #341, Melbourne, FL, 32901

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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.

Other Business ActivitiesSells Insurance

Peter is an independent insurance agent with Mooney Financial Services since 2001, selling and servicing life insurance and fixed annuities. He dedicates minimal time to this activity.