Brian Moss (CRD# 1971907) is an Investment Advisor Representative working at Soaring Capital Management, LLC in Darien, CT and has over 32 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soaring Capital Management, LLC | Darien, CT | Mar 2020 - Current | 4 |
| Brian F. Moss Consulting | Darien, CT | Dec 2019 - Feb 2020 | < 1 |
| Masterworks.io, LLC | New York, NY | May 2019 - Nov 2019 | < 1 |
| Brian F. Moss Consulting | Darien, CT | Oct 2018 - Apr 2019 | < 1 |
| Barington Capital Group, LP | New York, NY | Jul 2016 - Sep 2018 | 2 |
| Unemployed | Darien, CT | Apr 2016 - Jun 2016 | < 1 |
| Optima Securities LLC | New York, NY | Jul 2013 - Mar 2016 | 2 |
| Optima Fund Management | New York, NY | Mar 2006 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- CT
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$748,523
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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