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Stephen Thomas Koda

Advocate Investing Services

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About Stephen Thomas Koda

Stephen Thomas Koda is an Investment Adviser Representative at Advocate Investing Services. Stephen has been in the financial services industry for over a decade. Stephen holds the Series 65 license and the SIE exam. Stephen specializes in financial planning, portfolio management for individuals, selection of other advisors, and advisory consulting. Advocate Investing Services provides financial planning, portfolio management, and advisory consulting services. The firm manages over $129 million in assets. Stephen has a strong background in the financial services industry and is committed to providing his clients with personalized and comprehensive financial advice.

Firm Information

Stephen Koda is currently registered with Advocate Investing Services. Advocate Investing Services is a registered investment advisor based in WOODBINE, MD. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals and charitable organizations. They manage approximately $129,679,305 in assets for approximately 310 clients.
Advocate Investing Services

15949 FREDERICK ROAD

WOODBINE, MD 21797

$129.68M

Assets Under Management

1

Total Clients

4

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.

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advisory consulting

Advisory consulting

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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Stephen Koda’s Registration & Firm History

MD

10/20/2021 - Present

Advocate Investing Services (WOODBINE MD)

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Licenses & Designations

IA

Issued 10/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Thomas Koda.
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