David Mozeika
Tomoro · Red Bank, New Jersey
David Mozeika is a fee-only financial advisor at Tomoro in Red Bank, New Jersey. David focuses on founders (pre-exit). Tomoro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Tomoro |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.6M across 1,683 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4441724 |
| Exams passed | Series 66 (2013) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.tomoronow.com |
How David's firm compares
- Tomoro's average account is about $199,000, from its Form ADV (assets managed divided by 1,683 accounts).
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Questions about David
Is David Mozeika a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Tomoro reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Tomoro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Mozeika based?
David Mozeika is based in Red Bank, New Jersey.
What does David specialize in?
David's specialties include founders (pre-exit). David works with pre-retirees, founders and multi-generational families.
Is David Mozeika registered with the SEC?
Yes. David Mozeika is registered as an investment adviser representative in NJ (CRD 4441724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tomoro manage?
Tomoro reports $335.6M across 1,683 accounts in assets under management.
How do I contact David Mozeika?
Through David's website, www.tomoronow.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tomoro website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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