David J Mozeika
Investment adviser representative at Invst, LLC
15 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 yearsFirm in business
Are you David J Mozeika? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Tomoro LLCAug 2026 to now
- Invst, LLCMay 2023 to now
- Invst, LLC dba TomoroMay 2023 to now
- Guardian Life Insurance CompanyApr 2022 to May 2023
- Park Avenue Securities LLCNov 2011 to May 2023
- Guardian Life Insurance Co of AmericaNov 2011 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Invst, LLC
$1.6BAssets managed
2,301Clients
26Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4441724
- Firm CRD
- 282863