Daniel Moisand, financial advisor Orlando FL

Daniel Moisand

CRD Number: 2167083
Current Firm: Moisand Fitzgerald Tamayo, LLC

Daniel Moisand (CRD# 2167083) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 32 years of experience in the finance industry. Daniel Moisand 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
Moisand Fitzgerald Tamayo LLC Maitland, FL Nov 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Sep 1991
Contact Info for Daniel B. Moisand
Phone Number: 407-869-6228
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    901
    MILLIONS
  • Total Number of Accounts
    3,169
    ACCOUNTS
  • Average Account Value
    $284,450
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IN, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

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