David
Mowad
Kolinsky Wealth Management, LLC
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About this Advisor
David Mowad is a financial advisor based in Ramsey, New Jersey, working with Kolinsky Wealth Management, LLC. David has previously held positions at David Mowad Tile Installation, Inc, American Portfolios Financial Services, Inc, Kolinsky Wealth Management, LLC, and The Strategic Financial Alliance, Inc. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, David is part of Kolinsky Wealth Management, LLC, which operates out of Ramsey, New Jersey. The firm has 11 employees and manages assets totaling $401.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Kolinsky Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kolinsky Wealth Management, LLC Brokerage Details
$401,299,372
11
1,298
$309,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Mowad Work History
The Strategic Financial Alliance, Inc
Kolinsky Wealth Management, LLC
David Mowad Tile Installation, Inc
Ameircan Portfolios Financial Services, Inc
Disclosures
Please visit the SEC profile of David Mowad 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 Kolinsky Wealth Management, LLC
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
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