Invested Better
Unclaimed

Unclaimed

Unclaimed

David Nash Mucciaro

Doxa Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Nash Mucciaro

David Nash Mucciaro is a financial advisor with Doxa Capital, LLC. David has been in the financial industry since 2010. David has Series 7, Series 31, and Series 66 licenses and a SIE license.

Firm Information

David Mucciaro is currently registered with Doxa Capital, LLC. Doxa Capital, LLC is an investment advisor registered with the SEC. The firm manages approximately $59 million in assets for 69 clients. Services include financial planning and portfolio management for individuals and businesses.

$59.00M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Mucciaro’s Registration & Firm History

VA

04/01/2015 - Present

Doxa Capital, LLC (ARLINGTON VA)

VA

02/16/2011 - 03/31/2015

MORGAN STANLEY (ALEXANDRIA VA)

VA

08/05/2010 - 11/01/2010

MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)

Not sure if David Nash Mucciaro is right for you?

Licenses & Designations

BOTH

Issued 11/11/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 08/03/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Nash Mucciaro.
Not sure if David Nash Mucciaro is right for you?