AdvisorOS Directory
Claim Profile
Unclaimed Profile
BS

Bradford Stelzer

JOEL R. MOGY INVESTMENT COUNSEL INC.·BEVERLY HILLS, California
Clean record5 years registeredJOEL R. MOGY INVESTMENT COUNSEL INC.
315 SOUTH BEVERLY DRIVE, BEVERLY HILLS, CA 90212-4301CRD# 7363500Firm CRD# 111622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradford Stelzer · BEVERLY HILLS, CA
Registration
CRD #7363500 · JOEL R. MOGY INVESTMENT COUNSEL INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

JOEL R. MOGY INVESTMENT COUNSEL INC.
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 2, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOEL R. MOGY INVESTMENT COUNSEL INC.
CRD 111622 · SEC 801-15669
AUM
$1.7B
Regulatory assets under management
Employees
9
592 client accounts
Services offered by JOEL R. MOGY INVESTMENT COUNSEL INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JOEL R. MOGY INVESTMENT COUNSEL INC. →
Introduction

Speak with Bradford

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bradford is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

Browse BEVERLY HILLS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bradford Stelzer offer?
Bradford Stelzer specializes in Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Bradford Stelzer's credentials?
Bradford Stelzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradford Stelzer located?
Bradford Stelzer is based in BEVERLY HILLS, California, working with JOEL R. MOGY INVESTMENT COUNSEL INC.. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Bradford Stelzer charge for services?
Bradford Stelzer's firm is compensated through percentage of aum, subscription fees, other: trustee fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOEL R. MOGY INVESTMENT COUNSEL INC.?
JOEL R. MOGY INVESTMENT COUNSEL INC. has approximately 9 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JOEL R. MOGY INVESTMENT COUNSEL INC.

Joel Ronald Mogy
BEVERLY HILLS, CA

More Advisors in BEVERLY HILLS, California

David Edward Post
CONCENTRIC CAPITAL LLC·BEVERLY HILLS, CA
Robert Clark Nii
HOWARD M. BORRIS & COMPANY, INC.·BEVERLY HILLS, CA
PFS
Zenia Lisette Delgado
GALLIOTT CAPITAL ADVISORS, LLC·BEVERLY HILLS, CA
Brandon Nmn Adrian
LIDO ADVISORS, INC.·BEVERLY HILLS, CA
Michael Aaron Horowitz
MONARCH CAPITAL, INC.·BEVERLY HILLS, CA
Cheyun Xia
SAGEWATER WEALTH MANAGEMENT LLC·BEVERLY HILLS, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile