Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC (CRD# 109419) is a financial advisory firm headquartered in Orlando, FL. They manage $901,422,986 in 3,169 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    901
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Moisand Fitzgerald Tamayo, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Derrick B. Chandler
CRD#: 5623642
200 S Orange Ave, Suite 2025, Orlando, FL 32801

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

2
Charles E. Fitzgerald
CRD#: 2731110
300 South Orange Avenue, Ste. 1170, Orlando, FL 32801

Charles Fitzgerald (CRD# 2731110) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 27 years of experience in the finance industry.

3
Daniel B. Moisand
CRD#: 2167083
200 South Orange Avenue, Ste. 2025, Orlando, FL 32801

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.

4
Michael T. Salmon
CRD#: 6137619
300 South Orange Avenue, Suite 1170, Orlando, FL 32801

Michael 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.

5
Ronald Tamayo
CRD#: 1705973
200 S Orange Ave, Suite 2025, Orlando, FL 32801

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.

6
Dennis J. Hunt
CRD#: 4396578
300 South Orange Avenue, Suite 1170, Orlando, FL 32801

Dennis Hunt (CRD# 4396578) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 22 years of experience in the finance industry.

7
Thomas L. Lucas
CRD#: 7378313
300 South Orange Avenue, Suite 1170, Orlando, FL 32801

Thomas Lucas (CRD# 7378313) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has 1 year of experience in the finance industry.

8
Ryan E. Osborne
CRD#: 7698535
300 South Orange Avenue, Suite 1170, Orlando, FL 32801

Ryan Osborne (CRD# 7698535) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 6 years of experience in the finance industry.

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