Maxwell Gecowets (CRD# 7380094) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Long Beach, CA | Apr 2022 - Current | 2 |
| Morgan Stanley Smith Barney LLC | Long Beach, CA | Jun 2021 - Apr 2022 | < 1 |
| Chapman | Orange, CA | Jan 2021 - Jun 2021 | < 1 |
| Svs Parking Company | Huntington Beach, CA | Sep 2019 - Jan 2021 | 1 |
| Tillys | Anaheim, CA | Apr 2019 - Sep 2019 | < 1 |
| Zpizza | Anaheim, CA | Nov 2017 - Apr 2019 | 1 |
| Orange Coast College | Costa Mesa, CA | Sep 2017 - Nov 2017 | < 1 |
| Cruisers Bar And Grill | Newport Beach, CA | Jun 2016 - Sep 2017 | 1 |
| Orange County School Of The Arts | Santa Ana, CA | Feb 2016 - Jun 2016 | < 1 |
| Paradise Bowls | Newport Beach, CA | Feb 2015 - Feb 2016 | 1 |
| Orange County School Of The Arts | Santa Ana, CA | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.