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Jordan Scott Moelis

CENTER CAPITAL PARTNERS LLC·BEVERLY HILLS, California
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9355 WILSHIRE BLVD, SUITE 350, BEVERLY HILLS, CA 90210CRD# 5549005Firm CRD# 315464
01

About

Jordan Scott Moelis is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CENTER CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
CENTER CAPITAL PARTNERS LLC
CENTER CAPITAL PARTNERS LLC
AUM
$325M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CENTER CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5549005
Firm CRD# 315464
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jordan Scott Moelis offer?
Jordan Scott Moelis specializes in Retirement Planning. Contact their office in BEVERLY HILLS, California for a consultation.
What are Jordan Scott Moelis's credentials?
Jordan Scott Moelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Scott Moelis located?
Jordan Scott Moelis is based in BEVERLY HILLS, California, working with CENTER CAPITAL PARTNERS LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Jordan Scott Moelis charge for services?
Jordan Scott Moelis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTER CAPITAL PARTNERS LLC?
CENTER CAPITAL PARTNERS LLC has approximately 7 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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