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Betsy M Moszeter

GREEN ALPHA ADVISORS, LLC·NIWOT, Colorado
Series 65Clean record16 years registeredGREEN ALPHA ADVISORS, LLC
136 2ND AVENUE, NIWOT, CO 80544CRD# 5192402Firm CRD# 144413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Betsy M Moszeter · NIWOT, CO
Registration
CRD #5192402 · GREEN ALPHA ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

REFLECTION ASSET MANAGEMENT
Dec 2025 – present
NEWDAY
Dec 2025 – Dec 2025
Superior, CO
TAMRO CAPITAL PARTNERS LLC
Jun 2010 – Dec 2012
ALEXANDRIA, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 17, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREEN ALPHA ADVISORS, LLC
CRD 144413 · SEC 801-77535
AUM
$330M
Regulatory assets under management
Employees
4
531 client accounts
Services offered by GREEN ALPHA ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at GREEN ALPHA ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Betsy M Moszeter offer?
Betsy M Moszeter specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NIWOT, Colorado for a consultation.
What are Betsy M Moszeter's credentials?
Betsy M Moszeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Betsy M Moszeter located?
Betsy M Moszeter is based in NIWOT, Colorado, working with GREEN ALPHA ADVISORS, LLC. Their office serves clients in the NIWOT metropolitan area and surrounding communities.
How does Betsy M Moszeter charge for services?
Betsy M Moszeter'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 GREEN ALPHA ADVISORS, LLC?
GREEN ALPHA ADVISORS, LLC has approximately 4 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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