Robert Moritz, financial advisor Carmel IN

Robert Moritz

CRD Number: 5066977
Current Firm: Money Concepts Advisory Service

Robert Moritz (CRD# 5066977) is an Investment Advisor Representative working at Money Concepts Advisory Service in Carmel, IN and has over 15 years of experience in the finance industry. Robert Moritz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Money Concepts Capital Corp. Westfield, IN Nov 2005 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Robert J. Moritz
Phone Number: 561-472-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    3,307
    MILLIONS
  • Total Number of Accounts
    19,162
    ACCOUNTS
  • Average Account Value
    $172,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VI

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