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MOISAND FITZGERALD TAMAYO, LLC
CRD 109419 · SEC 801-55992
300 SOUTH ORANGE AVENUE, SUITE 1170, ORLANDO, FL, 32801, United States
Phone
407-869-6228
Fax
407-869-6558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.35B
Discretionary AUM
$1.35B
Team
30 total employees; 11 advisory reps; 125 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; TAX PREP
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 517 | $218.1M |
| High net worth individuals | 389 | $1.13B |
| Pension/profit sharing plans | 6 | $0 |
States served
AZ, AR, CA, CO, GA, IN, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD