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MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC
ORLANDO, Florida
·
6 registered advisors
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CRD# 109419
SEC# 801-55992
11
407-869-6228
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MOISAND FITZGERALD TAMAYO, LLC
6 registered advisors
Charles Edmund Fitzgerald
ORLANDO, Florida
CRD# 2731110
Daniel Brian Moisand
ORLANDO, Florida
CRD# 2167083
Derrick Banks Chandler
ORLANDO, Florida
CRD# 5623642
Michael Todd Salmon
ORLANDO, Florida
CRD# 6137619
Ronald Tamayo
ORLANDO, Florida
CRD# 1705973
Sara Elizabeth Nash
ORLANDO, Florida
CRD# 7085546
05
Office Locations
ORLANDO, Florida
6 advisors
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Data sourced from SEC Form ADV filings. MOISAND FITZGERALD TAMAYO, LLC (CRD# 109419) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.