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Susan Shepard Moseley

MOSELEY INVESTMENT MANAGEMENT, INC.·BRADENTION, Florida
Series 51, Series 24, Series 3, Series 7, Series 63MOSELEY INVESTMENT MANAGEMENT, INC.
1724 MANATEE AVENUE W, BRADENTION, FL 34205CRD# 871967Firm CRD# 124152

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Shepard Moseley · BRADENTION, FL
Registration
CRD #871967 · MOSELEY INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Susan Shepard Moseley is a registered financial advisor based in BRADENTION, Florida, affiliated with MOSELEY INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MOSELEY INVESTMENT MANAGEMENT, INC.
MOSELEY INVESTMENT MANAGEMENT, INC.
AUM
$351M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MOSELEY INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 871967
Firm CRD# 124152
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Shepard Moseley offer?
Susan Shepard Moseley specializes in Investment Management. Contact their office in BRADENTION, Florida for a consultation.
What are Susan Shepard Moseley's credentials?
Susan Shepard Moseley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Shepard Moseley located?
Susan Shepard Moseley is based in BRADENTION, Florida, working with MOSELEY INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BRADENTION metropolitan area and surrounding communities.
How does Susan Shepard Moseley charge for services?
Susan Shepard Moseley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOSELEY INVESTMENT MANAGEMENT, INC.?
MOSELEY INVESTMENT MANAGEMENT, INC. has approximately 7 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOSELEY INVESTMENT MANAGEMENT, INC.

Ryan Thomas Moseley
BRADENTION, FL
Dina L Villalobos
BRADENTION, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in FloridaNational Fee Analysis
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