Deidre Michelle Mraz

Employer firm

Mraz And Associates CRD 158338

$917M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Concert Wealth Management, Inc.
  Modesto, CA
• 10/2011 → Present
  Mraz, Amerine & Associates
  Modesto, CA

Previous Registrations

• 2008-09-02 → 2012-03-19
  Concert Wealth Management
  Modesto, CA
• 2007-10-09 → 2008-08-27
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2007-04-30 → 2007-08-28
  Morgan Stanley & Co. Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-27
• S63 Uniform Securities Agent State Law Examination
  2006-09-25

Other Names

• Deidre Michelle Mraz
• Deidre Mraz Johnson