AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Stefanie Janine Moss

MOSS, LUSE & WOMBLE, LLC·ADDISON, Texas
Clean recordMOSS, LUSE & WOMBLE, LLC
15601 DALLAS PARKWAY, ADDISON, TX 75001CRD# 5879055Firm CRD# 152841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefanie Janine Moss · ADDISON, TX
Registration
CRD #5879055 · MOSS, LUSE & WOMBLE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stefanie Janine Moss is a registered financial advisor based in ADDISON, Texas, affiliated with MOSS, LUSE & WOMBLE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Stefanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stefanie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
AUM
$436M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at MOSS, LUSE & WOMBLE, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5879055
Firm CRD# 152841
View on FINRA BrokerCheck →

Looking for a financial advisor in ADDISON?

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

Browse ADDISON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stefanie Janine Moss offer?
Stefanie Janine Moss specializes in Financial Planning, Investment Management. Contact their office in ADDISON, Texas for a consultation.
What are Stefanie Janine Moss's credentials?
Stefanie Janine Moss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefanie Janine Moss located?
Stefanie Janine Moss is based in ADDISON, Texas, working with MOSS, LUSE & WOMBLE, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Stefanie Janine Moss charge for services?
Stefanie Janine 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 MOSS, LUSE & WOMBLE, LLC?
MOSS, LUSE & WOMBLE, LLC has approximately 36 employees and manages $436M 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 at MOSS, LUSE & WOMBLE, LLC

Jeffrey Matthew Moss
PLANO, TX
Jason Stanton Luse
PLANO, TX
Michael Avery Womble
PLANO, TX

More Advisors in ADDISON, Texas

Randy Haugen
PHH INVESTMENTS, LTD.·ADDISON, TX
Mark William Fordyce
PARAMOUNT ACCESS ADVISORS, LLC·ADDISON, TX
Richard David Lyon
PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, TX
Robert Steven Aisner
BEHRINGER ADVISORS, LLC·ADDISON, TX
Samuel Chester Perry
PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, TX
David Patrick Oconnor
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC·ADDISON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile