AdvisorOS Directory
Claim Profile
DM

Daniel Brian Moisand

MOISAND FITZGERALD TAMAYO, LLC·ORLANDO, Florida
Unclaimed Profile
300 SOUTH ORANGE AVENUE, ORLANDO, FL 32801CRD# 2167083Firm CRD# 109419
01

About

Daniel Brian Moisand is a registered financial advisor based in ORLANDO, Florida, affiliated with MOISAND FITZGERALD TAMAYO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC
AUM
$1.0B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at MOISAND FITZGERALD TAMAYO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2167083
Firm CRD# 109419
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Brian Moisand offer?
Daniel Brian Moisand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.
What are Daniel Brian Moisand's credentials?
Daniel Brian Moisand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Brian Moisand located?
Daniel Brian Moisand is based in ORLANDO, Florida, working with MOISAND FITZGERALD TAMAYO, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Daniel Brian Moisand charge for services?
Daniel Brian Moisand's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOISAND FITZGERALD TAMAYO, LLC?
MOISAND FITZGERALD TAMAYO, LLC has approximately 25 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ORLANDO
Grant Irwin Mcmurry — ICC CAPITAL MANAGEMENT INCBart Nmi Mcmurry — ICC CAPITAL MANAGEMENT INCRichard Wayne Rinderknecht — ICC CAPITAL MANAGEMENT INCRobert Mark Ohanesian — ICC CAPITAL MANAGEMENT INCJeremy R Dorsett — THOMAS PROPERTIES GROUP ADVISOR LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile