MF
Mark M. Friedman
EDUCATED WEALTH & FINANCIAL
Westport, CT
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CRD#: 6649024
MF
Professional summary
Mark Mose Friedman is a registered financial advisor currently at EDUCATED WEALTH & FINANCIAL, LLC located in Westport, Connecticut.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mark has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am currently involved in the operations/management of five investment real estate properties, four of which are held in the name of my wife and me. The mailing address for management of these properties is P.O. Box 334, Fairfield, CT, 06824. One property is held by 90-92 Garden Drive LLC, of which I am President and a 50% shareholder. The mailing address for 90-92 Garden Drive LLC is 606 Post Rd East, #676, Westport, CT 06880. Work on the operations/management of these investment properties generally takes between 20-40 hours a month, some of which may be outside of securities trading hours. Current duties include accounting, compliance, tax preparation and filings, tenant management, property management, and other general management. I have owned/operated investment real estate intermittently since 2002.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Mose Friedman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 15, 2016 - Present
EDUCATED WEALTH & FINANCIAL, LLC
RIA
CRD#: 283739
Westport, CT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(11/15/2016)
Current Firm
EW
EDUCATED WEALTH & FINANCIAL, LLC
EDUCATED WEALTH & FINANCIAL, LLC
CRD#: 283739 / SEC#:
Connecticut
Registered Investment Advisory firm - (11/15/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Westport, CT
Mailing Address
606 Post Road, East #676, Westport, CT 06880
Phone number
(203) 820-6277
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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