Isaac
Richard
Mavros Capital Management, LLC
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About this Advisor
Isaac Richard is a financial advisor based in Los Angeles, California, working with Mavros Capital Management, LLC. Isaac has previously held positions at Foresters Financial Services, Inc, New York Life Insurance, Nylife Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jpmorgan Securities LLC, Massmutual Life Insurance, Mml Investors Services, LLC, Morgan Stanley, Morgan Stanley Private Bank, N.A, First Republic Securities Company, LLC, First Republic Investment Management, Inc, J.P. Morgan Securities LLC, Mavros Capital Management, Pitzer College, and Los Angeles City Hall. Isaac has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Isaac is part of Mavros Capital Management, LLC, which operates out of Los Angeles, California. The firm has 6 employees and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mavros Capital Management, LLC includes asset-based and fixed fees.
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Mavros Capital Management, LLC Brokerage Details
6
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Isaac Richard Work History
Mavros Capital Management
J.P. Morgan Securities LLC
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Massmutual Life Insurance
Mml Investors Services, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, N.A
Jpmorgan Securities LLC
New York Life Insurance
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Foresters Financial Services, Inc
Nylife Securities LLC
Los Angeles City Hall
Pitzer College
Disclosures
Please visit the SEC profile of Isaac Richard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mavros Capital Management, LLC
Los Angeles, CA
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