Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirstin? Claim Your ProfileKirstin Sterling Mobyed is an investment advisor representative with Clear Harbor Asset Management, LLC. Kirstin has been in the industry since 1993. Kirstin has a Series 7, Series 63 and Series 65 licenses. Kirstin's previous employers include Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Investor Services, LLC, and Lehman Brothers Inc. Kirstin provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
07/14/2020 - Present
Clear Harbor Asset Management, LLC (STAMFORD CT)
NY
06/01/2009 - 07/02/2019
MORGAN STANLEY (NEW YORK NY)
NY
04/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
12/01/2005 - 04/09/2008
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
05/10/2001 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/31/1993 - 06/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/20/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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