Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC (CRD# 109419) is a financial advisory firm headquartered in Orlando, FL. They manage $397,297,536 in 1,756 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    1,756
    ACCOUNTS
  • Average Account Value
    $226,251
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, LA, NC, NH, NJ, TX

Financial Advisors at Moisand Fitzgerald Tamayo, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Charles E. Fitzgerald
CRD#: 2731110
200 South Orange Avenue, Ste. 2025, Orlando, FL 32801
96
Wealthminder
score

Charles Fitzgerald (CRD# 2731110) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 20 years of experience in the finance industry. Charles Fitzgerald 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.

2
Daniel B. Moisand
CRD#: 2167083
200 South Orange Avenue, Ste. 2025, Orlando, FL 32801
96
Wealthminder
score

Daniel Moisand (CRD# 2167083) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 25 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.

3
Lynne M. Strynchuk
CRD#: 2475295
601 S. Lake Destiny Road, Suite 165, Maitland, FL 32751
96
Wealthminder
score

Lynne Strynchuk (CRD# 2475295) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Maitland, FL and has over 19 years of experience in the finance industry. Lynne Strynchuk 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.

4
Derrick B. Chandler
CRD#: 5623642
601 S. Lake Destiny Road, Suite 165, Maitland, FL 32751
90
Wealthminder
score

Derrick Chandler (CRD# 5623642) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Maitland, FL and has 1 year of experience in the finance industry. Derrick Chandler 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.

5
Mike Salmon
CRD#: 6137619
200 South Orange Avenue, Suite 2025, Orlando, FL 32801
90
Wealthminder
score

Mike Salmon (CRD# 6137619) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has 1 year of experience in the finance industry. Mike Salmon 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.

6
Ronald Tamayo
CRD#: 1705973
200 S Orange Ave, Suite 2025, Orlando, FL 32801
90
Wealthminder
score

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.

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