Moss & Company, P.a.

Moss & Company, P.a. (CRD# 142028) is a financial advisory firm headquartered in Maitland, FL. They manage $33,188,768 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $368,764
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
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.

FL

Financial Advisors at Moss & Company, P.a.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey A. Moss
CRD#: 2962688
150 Spartan Drive, Suite 120, Maitland, FL 32751
93
Wealthminder
score

Jeffrey Moss (CRD# 2962688) is an Investment Advisor Representative working at Moss & Company, P.a. in Maitland, FL and has over 20 years of experience in the finance industry.

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