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Alison Comstock Moss

FIRST ENDOWMENT DEVELOPMENT CORP·HOUSTON, Texas
Series 65Clean record17 years registeredFIRST ENDOWMENT DEVELOPMENT CORP
1177 WEST LOOP SOUTH, HOUSTON, TX 77027CRD# 5524696Firm CRD# 105335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alison Comstock Moss · HOUSTON, TX
Registration
CRD #5524696 · FIRST ENDOWMENT DEVELOPMENT CORP · 17 years registered
Brand Profile
Not yet started
01

Career History

Aug 2008present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 28, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST ENDOWMENT DEVELOPMENT CORP
CRD 105335 · SEC 801-22496
AUM
$2.0B
Regulatory assets under management
Employees
16
114 client accounts
Services offered by FIRST ENDOWMENT DEVELOPMENT CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Alison Comstock Moss offer?
Alison Comstock Moss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Alison Comstock Moss's credentials?
Alison Comstock Moss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Comstock Moss located?
Alison Comstock Moss is based in HOUSTON, Texas, working with FIRST ENDOWMENT DEVELOPMENT CORP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Alison Comstock Moss charge for services?
Alison Comstock Moss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST ENDOWMENT DEVELOPMENT CORP?
FIRST ENDOWMENT DEVELOPMENT CORP has approximately 16 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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