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David J Mozeika

Invst, LLC

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About David J Mozeika

David Mozeika is a registered investment advisor representative at Invst, LLC, operating from the firm's Indianapolis office. David Mozeika has been in the industry since October 2001, and is also a registered investment advisor in New Jersey. David Mozeika has experience in various aspects of financial advising, including retirement planning, financial planning, and selecting other advisors. David Mozeika previously worked at Park Avenue Securities LLC and NYLIFE Securities Inc. David Mozeika is a member of the following organizations: Guardian Life Insurance Co. of America, Guardian Life Insurance Company and Park Avenue Securities.

Firm Information

David Mozeika is currently registered with Invst, LLC. Invst, LLC is an investment advisory firm based in INDIANAPOLIS, IN, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $1.3 billion in assets, primarily for high-net-worth individuals and pension and profit-sharing plans.
Invst, LLC

3625 E 96TH ST

INDIANAPOLIS, IN 46240

$1.35B

Assets Under Management

500

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement plan services-percentage of plan assets

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David Mozeika’s Registration & Firm History

IN

05/03/2023 - Present

Invst, LLC (INDIANAPOLIS IN)

NJ

10/25/2004 - 05/10/2023

PARK AVENUE SECURITIES LLC (RED BANK NJ)

NY

10/22/2001 - 10/05/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David J Mozeika.
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