Deidre Michelle Mraz
Investment adviser representative at Mraz and Associates
18 yearsExperience
1 stateRegistered in
$917.5MFirm assets
15 yearsFirm in business
Are you Deidre Michelle Mraz? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Mraz and AssociatesOct 2011 to now
- Mraz, Amerine & AssociatesOct 2011 to now
- Concert Wealth Management, Inc.Sep 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mraz and Associates
Legal name: Mraz, Amerine & Associates, Inc.
$917.5MAssets managed
487Clients
5Advisers
15 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
- 5215952
- Firm CRD
- 158338