Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo, LLC (CRD# 109419) is a financial advisory firm headquartered in Orlando, FL. They manage $543,381,646 in 2,114 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management543MILLION
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Total Number of Accounts2,114ACCOUNTS
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Average Account Value$257,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, FL, GA, NC, NH, NJ, TX
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. Derrick Chandler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Fitzgerald (CRD# 2731110) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 23 years of experience in the finance industry. Charles Fitzgerald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lynne Laughna (CRD# 2475295) 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. Lynne Laughna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Moisand (CRD# 2167083) is an Investment Advisor Representative working at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and has over 28 years of experience in the finance industry. Daniel Moisand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mike 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. Mike Salmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Ronald Tamayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.