Philippe Jacques richard Mouls
Investment adviser representative at Ned Davis Research, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$2.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Ned Davis Research, Inc.Jan 2023 to now
- UnemployedApr 2022 to Dec 2022
- Morgan Stanley Private Bank, N.A.Jun 2019 to Apr 2022
- Morgan StanleyAug 2018 to Apr 2022
- Kim Hill Real EstateJun 2015 to Aug 2017
- Wright State UniversityJun 2014 to Dec 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ned Davis Research, Inc.
$2.2MAssets managed
1,577Clients
17Advisers
25 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
- 6974446
- Firm CRD
- 112260