Ronald Tamayo (CRD# 1705973) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has 1 year of experience in the finance industry. Ronald Tamayo 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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | Maitland, FL | Oct 1998 - Current | 25 |
- FL
-
Total Assets Under Management1,029MILLIONS
-
Total Number of Accounts852ACCOUNTS
-
Average Account Value$1,207,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IN, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
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