DM
DM

David J Mozeika

24 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
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Location

3625 E 96th St, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is involved in several business activities, including Tomoro Private Client, acting as a trustee for an irrevocable trust, developing a planning platform with FLO Free LLC, owning investment real estate through Inlet Holdings LLC, and working with Currence, a software company. He also has a small insurance business, dedicating minimal time to it.

Employment History
Current Registrations
Invst, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
July 2013 - May 2023 · 9 yrs 10 mos
Park Avenue Securities LLCBroker
October 2004 - May 2023 · 18 yrs 7 mos
Nylife Securities INC.Broker
October 2001 - October 2004 · 3 yrs
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.