Best Investors Account Sign in
Inactive

Nadya Mets

Morton Wealth

Calabasas, CA

Claim This Profile
Current Employers
Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-20
  • CA RA
    APPROVED
    Since 2022-03-20

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • 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
Options 4 You Fs Encino CA 04/2013 11/2016
Finestone Partners Beverly Hills CA 10/2016 01/2021
Niagara International Capital Limited Clarence NY 11/2016 01/2018
Four Points Capital Partners Llc New York NY 01/2018 01/2021
Salient Wealth Planning Group Manhattan Beach CA 01/2021 01/2022
Morton Wealth Calabasas CA 02/2022 Present
  • 04/2013 → 11/2016
    Options 4 You Fs
    Encino, CA
  • 10/2016 → 01/2021
    Finestone Partners
    Beverly Hills, CA
  • 11/2016 → 01/2018
    Niagara International Capital Limited
    Clarence, NY
  • 01/2018 → 01/2021
    Four Points Capital Partners Llc
    New York, NY
  • 01/2021 → 01/2022
    Salient Wealth Planning Group
    Manhattan Beach, CA
  • 02/2022 → Present
    Morton Wealth
    Calabasas, CA
Previous Registrations
  • 2021-01-20 → 2022-01-19
    Osaic Fa, Inc.
    Manhattan Beach, CA
  • 2018-01-25 → 2021-02-08
    Finestone Partners
    Beverly Hills, CA
  • 2017-01-20 → 2017-12-31
    Finestone Partners
    Beverly Hills, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-05-18
  • S63 Uniform Securities Agent State Law Examination
    2017-05-18
Designations
Other Names
  • Nadzeya Bendzik
  • Nadya Bendik
  • Nadya Mets

View on SEC IAPD

Other Firms

M83 INVESTMENT GROUP, LLC
BRIAN DENNIS, CFP®
MODERN WEALTH MANAGEMENT, LLC
FD WEALTH ADVISORS, LLC
THE WEALTH CONSULTING GROUP
EDWARD JONES
PRIVATE WEALTH SOLUTIONS, LLC
ASI ADVISER LLC

Other Investors

ERIC JAY SELTER
JOSEPH ALAN SEETOO
ELIAS FRANCHESCO VERA
Michael Rudow
Kristin Dillon
SASAN FAIZ
PATRICE G BENING
JEFFREY SARTI

Other Offices

M83 INVESTMENT GROUP, LLC · CALABASAS, CA
MORTON WEALTH · Calabasas, CA
BRIAN DENNIS, CFP® · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA
FD WEALTH ADVISORS, LLC · CALABASAS, CA
THE WEALTH CONSULTING GROUP · Agoura Hills, CA
EDWARD JONES · AGOURA HILLS, CA

More in Calabasas, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor