Moss & Company, P.a.

Moss & Company, P.a. (CRD# 142028) is a financial advisory firm headquartered in Maitland, FL. They manage $55,174,115 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
150 Spartan Drive, Suite 120, Maitland, FL 32751
https://www.facebook.com/moss-company-pa-private-wealth-management-1926304837666492/
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $540,923
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Moss & Company, P.a.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Moss, financial advisor Maitland FL
Jeffrey A. Moss
CRD#: 2962688
150 Spartan Drive, Suite 120, Maitland, FL 32751

Jeffrey Moss (CRD# 2962688) is an Investment Advisor Representative working at Moss & Company, P.a. in Maitland, FL and has over 26 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals