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Moss Joseph Kaufman

NETWORK INVESTMENT ADVISORS INCORPORATED·COMMACK, New York
SIE, Series 6, Series 7, Series 63, Series 79TOCFPClean record7 years registeredNETWORK INVESTMENT ADVISORS INCORPORATED
353 VETERANS MEMORIAL HWY, COMMACK, NY 11725CRD# 733724Firm CRD# 290927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Moss Joseph Kaufman · COMMACK, NY
Registration
CRD #733724 · NETWORK INVESTMENT ADVISORS INCORPORATED · 7 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NETWORK INVESTMENT ADVISORS INCORPORATED
NETWORK INVESTMENT ADVISORS INCORPORATED
Apr 2022 – Dec 2024
COMMACK, NY
NETWORK INVESTMENT ADVISORS INCORPORATED
Jan 2019 – Dec 2020
COMMACK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 79TO
Registration record
First registered · January 1, 2019
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927 · SEC 801-112346
AUM
$54M
Regulatory assets under management
Employees
5
168 client accounts
Services offered by NETWORK INVESTMENT ADVISORS INCORPORATED
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NETWORK INVESTMENT ADVISORS INCORPORATED →
Introduction

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05

Frequently Asked Questions

What services does Moss Joseph Kaufman offer?
Moss Joseph Kaufman specializes in Financial Planning, Investment Management.
What are Moss Joseph Kaufman's credentials?
Moss Joseph Kaufman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Moss Joseph Kaufman located?
Moss Joseph Kaufman is based in COMMACK, New York, last registered with NETWORK INVESTMENT ADVISORS INCORPORATED.
How does Moss Joseph Kaufman charge for services?
Moss Joseph Kaufman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NETWORK INVESTMENT ADVISORS INCORPORATED?
NETWORK INVESTMENT ADVISORS INCORPORATED has approximately 5 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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