Advisor at MBIA Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Summerton, SC
Credentials
Series 65
Industry experience
1 year
Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.
Based on MBIA Capital Advisors
Based on MBIA Capital Advisors
Fixed fee amount agreed in advance and set forth in client agreement
$0 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Summerton, SC
Ohio · South Carolina
Julie Mesaros
2022 - Present (4 years)
Harnett County Schools
2017 - 2022 (5 years)
Clovis Municipal School District
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Manning, SC
&PARTNERS
Derrick Fort is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Edward Jones for 12 years before joining &Partners, LLC in 2024. Outside of his advisory role, he serves as a senior pastor at Great Commission Ministries, owns a cattle farm, and holds volunteer board positions with the Clarendon County Chamber of Commerce and the Clarendon Christian Learning Center. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategies.
Series 66
Manning, SC
Edward Jones
CFP®, Series 63, Series 66
Santee, SC
Edward Jones
Series 66
Manning, SC
Edward Jones
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