Moser Wealth Advisors

Moser Wealth Advisors (CRD# 117399) is a financial advisory firm headquartered in Bellevue, WA. They manage $229,056,283 in 495 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2135 112th Avenue Ne, Suite 100, Bellevue, WA 98004
https://www.linkedin.com/
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $462,740
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Moser Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Moser, financial advisor Bellevue WA
Matthew S. Moser
CRD#: 3078376
2135 112th Avenue Ne, Suite 100, Bellevue, WA 98004

Matthew Moser (CRD# 3078376) is an Investment Advisor Representative working at Moser Wealth Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

2
Jean Pierre Pedinielli, financial advisor Bellevue WA
Jean Pierre R. Pedinielli
CRD#: 2812956
2135 112th Avenue Ne, Suite 100, Bellevue, WA 98004

Jean Pierre Pedinielli (CRD# 2812956) is an Investment Advisor Representative working at Moser Wealth Advisors in Bellevue, WA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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