Terms and ADV Part 2A and Form CRS Disclosures
Joel R. Mogy Investment Counsel Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Due to various state and foreign regulations and filing requirements, Joel R. Mogy Investment Counsel Inc. and its representatives may only provide investment advisory services in those states and countries in which they are appropriately registered or otherwise exempt or excluded from registration requirements.
Joel R. Mogy Investment Counsel Inc. continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations.
For a full discussion of Joel R. Mogy Investment Counsel Inc.’s investment advisory services, fees and disclosures please obtain a copy of our Form ADV Part 2 and ADV Part 3 disclosure brochure supplements by contacting our office directly or by going online to the SEC’s website at https://adviserinfo.sec.gov/firm/summary/111622.
JOEL R. MOGY INVESTMENT COUNSEL INC. DOES NOT RENDER PERSONALIZED INVESTMENT ADVICE, SERVICES, OR EFFECT, OR ATTEMPT TO EFFECT, ANY SECURITIES TRANSACTIONS ON THIS WEBSITE. THE SOLE PURPOSE OF THIS WEBSITE IS TO PROVIDE THE PUBLIC WITH GENERAL INFORMATION ABOUT THE SERVICES OFFERED BY JOEL R. MOGY INVESTMENT COUNSEL INC.