Unclaimed Profile

Steven Fisher Mosshart

STRAIGHTLINE GROUP, LLC·TROY, Michigan

Series 7, Series 31, Series 63, Series 6519 years registeredSTRAIGHTLINE GROUP, LLC

165 KIRTS BLVD., TROY, MI 48084CRD# 1504071Firm CRD# 127401

Profile Verification

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

Identity

Steven Fisher Mosshart · TROY, MI

Registration

CRD #1504071 · STRAIGHTLINE GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

RAYMOND JOHN MANAGEMENT LLC

Oct 2024 – present

STRAIGHTLINE

Dec 2010 – May 2024

TROY, MI

STRAIGHTLINE

Apr 2007 – Jul 2007

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 17, 2007

Years registered · 19

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRAIGHTLINE GROUP, LLC

CRD 127401 · SEC 801-63408

AUM

$1.1B

Regulatory assets under management

Employees

5,644 client accounts

Services offered by STRAIGHTLINE GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRAIGHTLINE GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Fisher Mosshart offer?

Steven Fisher Mosshart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Steven Fisher Mosshart's credentials?

Steven Fisher Mosshart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Fisher Mosshart located?

Steven Fisher Mosshart is based in TROY, Michigan, working with STRAIGHTLINE GROUP, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Steven Fisher Mosshart charge for services?

Steven Fisher Mosshart's firm is compensated through percentage of aum, subscription fees, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRAIGHTLINE GROUP, LLC?

STRAIGHTLINE GROUP, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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