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Mindful Advisory, LLC CRD 315290
$6.52M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Short Hills, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employment | Laguna Niguel | CA | 10/2011 | Present |
| Clarity Financial, Llc | Houston | TX | 02/2018 | 04/2019 |
| Dow Jones | New York | NY | 10/2019 | 02/2020 |
| Citywire Usa | New York | NY | 03/2020 | Present |
| Mindful Advisory, Llc | Northvale | NJ | 10/2021 | Present |
In addition to his role at Mindful Advisory, LLC, Mr. Coumarianos also serves as a writer/editor for CityWireUSA, a financial publication based out of New York, NY. He began this activity in March, 2020 and devotes roughly 20 hours per month to this activity during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-20 |
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