Anthony Moas, financial advisor Jacksonville FL
89 score

Anthony Moas

CRD Number: 5963338
Current Firm: Strategic Advisers, Inc.

Anthony Moas (CRD# 5963338) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Score
108
Similar Advisors
Michelle Ash, financial advisor Jacksonville FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Score
103
Similar Advisors
Katie Burke, financial advisor Jacksonville FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Score
103
Company Name Location Dates Years
Fidelity Brokerage Services LLC Jacksonville, FL Apr 2016 - Current < 1
Bank Of America, N.a. Jacksonville, FL Jul 2013 - Mar 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Mar 2013 - Mar 2016 3
Unemployed Jupiter, FL Nov 2012 - Mar 2013 < 1
Florida State University Tallahassee, FL Aug 2010 - Dec 2012 2
Gnc Tallahassee, FL Feb 2012 - Nov 2012 < 1
Unemployed Tallahassee, FL Jul 2011 - Feb 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL May 2011 - Jul 2011 < 1
Unemployed Tallahassee, FL Dec 2010 - May 2011 < 1
Bed Bath And Beyond Tallahassee, FL Jan 2010 - Dec 2010 < 1
Palm Beach State College Palm Beach, FL May 2010 - Aug 2010 < 1
Fau Boca Raton, FL Aug 2008 - May 2010 1
Unemployed Jupiter, FL Jan 2003 - Jan 2010 7
Jupiter Christian School Jupiter, FL Aug 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Anthony Moas
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Anthony Moas and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.