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Mark Mose Friedman

Educated Wealth & Financial, LLC

Westport, CT

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Current Employers
Educated Wealth & Financial, Llc

Westport, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2016-11-15
  • CT RA
    APPROVED
    Since 2016-11-15

Branch Locations

Westport, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed--Real Estate Investment & Management Fairfield CT 07/2011 Present
  • 07/2011 → Present
    Self-Employed--Real Estate Investment & Management
    Fairfield, CT
Other Businesses

I am currently involved in the operations/management of five investment real estate properties, four of which are held in the name of my wife and me. The mailing address for management of these properties is P.O. Box 334, Fairfield, CT, 06824. One property is held by 90-92 Garden Drive LLC, of which I am President and a 50% shareholder. The mailing address for 90-92 Garden Drive LLC is 606 Post Rd East, #676, Westport, CT 06880. Work on the operations/management of these investment properties generally takes between 20-40 hours a month, some of which may be outside of securities trading hours. Current duties include accounting, compliance, tax preparation and filings, tenant management, property management, and other general management. I have owned/operated investment real estate intermittently since 2002.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-12
  • S65 Uniform Investment Adviser Law Examination
    2016-02-12

View on SEC IAPD

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