Unclaimed Profile

Felton Thomas Mosley

MOSLEY WEALTH MANAGEMENT, INC.·ANAHEIM, California

Series 6, Series 63, Series 65Clean record13 years registeredMOSLEY WEALTH MANAGEMENT, INC.

2401 E. KATELLA AVENUE, ANAHEIM, CA 92806CRD# 2622714Firm CRD# 318592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Felton Thomas Mosley · ANAHEIM, CA

Registration

CRD #2622714 · MOSLEY WEALTH MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

MOSLEY WEALTH MANAGEMENT, INC.

Apr 2022 – present

AE WEALTH MANAGEMENT, LLC

Apr 2016 – Aug 2022

Anaheim, CA

PRECISION CAPITAL MANAGEMENT

Apr 2015 – Sep 2016

ANAHEIM, CA

HORTER INVESTMENT MANAGEMENT, LLC

Mar 2013 – Apr 2015

PLACENTIA, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 26, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSLEY WEALTH MANAGEMENT, INC.

CRD 318592 · SEC 801-129053

AUM

$127M

Regulatory assets under management

Employees

426 client accounts

Services offered by MOSLEY WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at MOSLEY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Felton Thomas Mosley offer?

Felton Thomas Mosley specializes in Investment Management, Fee-Only Advisory. Contact their office in ANAHEIM, California for a consultation.

What are Felton Thomas Mosley's credentials?

Felton Thomas Mosley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Felton Thomas Mosley located?

Felton Thomas Mosley is based in ANAHEIM, California, working with MOSLEY WEALTH MANAGEMENT, INC.. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Felton Thomas Mosley charge for services?

Felton Thomas Mosley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSLEY WEALTH MANAGEMENT, INC.?

MOSLEY WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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