Unclaimed Profile

Bradford Stelzer

JOEL R. MOGY INVESTMENT COUNSEL INC.·BEVERLY HILLS, California

Clean recordJOEL 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bradford Stelzer is a registered financial advisor based in BEVERLY HILLS, California, affiliated with JOEL R. MOGY INVESTMENT COUNSEL INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

JOEL R. MOGY INVESTMENT COUNSEL INC.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOEL R. MOGY INVESTMENT COUNSEL INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: TRUSTEE FEES

Regulatory

SEC/IARD CRD# 7363500

Firm CRD# 111622

View on FINRA BrokerCheck →

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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.

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