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Mounia Mokdad

Joel Isaacson & CO., LLC

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About Mounia Mokdad

Mounia Mokdad is a Certified Financial Planner with Joel Isaacson & Co., LLC, a firm located in New York. Mounia holds the Series 65 and Series 66 licenses and has been in the financial services industry since September 2004. Mounia specializes in providing financial planning, investment management, and tax planning services to individuals and charitable organizations.

Firm Information

Mounia Mokdad is currently registered with Joel Isaacson & CO., LLC. Joel Isaacson & CO., LLC is a registered investment advisor based in New York, NY. They offer financial planning, portfolio management for individuals, and tax planning and compliance consulting services. The firm has a total of 5,103 accounts under management with approximately $6.89 billion in regulatory assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth, as well as charitable organizations.
Joel Isaacson & CO., LLC

546 FIFTH AVENUE

NEW YORK, NY 10036

$6.89B

Assets Under Management

Not reported

Total Clients

14

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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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.

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tax planning and compliance consulting services

Tax planning and compliance consulting services

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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Mounia Mokdad’s Registration & Firm History

FL

01/01/2025 - Present

Joel Isaacson & CO., LLC (Wesley Chapel FL)

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Licenses & Designations

BC

Issued 03/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mounia Mokdad.
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