Moss & Company, P.a.

Moss & Company, P.a. (CRD# 142028) is a financial advisory firm headquartered in Maitland, FL. They manage $30,644,143 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.


Financial Advisors at Moss & Company, P.a.
Showing 1 - 1 of 1 top financial advisors.
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 19 years of experience in the finance industry.

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