Unclaimed Profile

Daniel Brian Moisand

MOISAND FITZGERALD TAMAYO, LLC·ORLANDO, Florida

Series 7, Series 24, Series 63, Series 65Clean record23 years registeredMOISAND FITZGERALD TAMAYO, LLC

300 SOUTH ORANGE AVENUE, ORLANDO, FL 32801CRD# 2167083Firm CRD# 109419

Profile Verification

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

Identity

Daniel Brian Moisand · ORLANDO, FL

Registration

CRD #2167083 · MOISAND FITZGERALD TAMAYO, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MOISAND FITZGERALD TAMAYO, LLC

Jan 2003 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOISAND FITZGERALD TAMAYO, LLC

CRD 109419 · SEC 801-55992

AUM

$1.0B

Regulatory assets under management

Employees

852 client accounts

Services offered by MOISAND FITZGERALD TAMAYO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOISAND FITZGERALD TAMAYO, LLC →

Introduction

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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.

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