Unclaimed Profile

Wayne Daniel Moss

HOMRICH & BERG INC·ATLANTA, Georgia

Series 7, Series 66Clean record23 years registeredHOMRICH & BERG INC

ONE BUCKHEAD PLAZA, SUITE 830, ATLANTA, GA 30305-2240CRD# 4652906Firm CRD# 108189

Profile Verification

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

Identity

Wayne Daniel Moss · ATLANTA, GA

Registration

CRD #4652906 · HOMRICH & BERG INC · 23 years registered

Brand Profile

Not yet started

Career History

HB WEALTH

Nov 2021 – present

HOMRICH BERG

Jul 2009 – Nov 2021

Alpharetta, GA

SYNOVUS SECURITIES, INC.

Sep 2003 – Nov 2005

ATLANTA, GA

CREATIVE FINANCIAL GROUP LTD

Jul 2003 – Apr 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOMRICH & BERG INC

CRD 108189 · SEC 801-35646

AUM

$8.9B

Regulatory assets under management

Employees

125

11,081 client accounts

Services offered by HOMRICH & BERG INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HOMRICH & BERG INC →

Introduction

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Frequently Asked Questions

What services does Wayne Daniel Moss offer?

Wayne Daniel Moss specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Wayne Daniel Moss's credentials?

Wayne Daniel Moss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wayne Daniel Moss located?

Wayne Daniel Moss is based in ATLANTA, Georgia, working with HOMRICH & BERG INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Wayne Daniel Moss charge for services?

Wayne Daniel Moss'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 HOMRICH & BERG INC?

HOMRICH & BERG INC has approximately 125 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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