Ronald Tamayo
MOISAND FITZGERALD TAMAYO
Orlando, FL 32801
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CRD#: 1705973
Professional summary
Ronald Tamayo, CFP® is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Ronald has worked at 3 firms and has passed the Series 7 exam.
Biography
Ron is a principal and founding member of the firm. He acquired his Certified Financial Planner certification in 1994 and has over 25 years of experience in financial planning and tax compliance. His expertise has been recognized by the Journal of Financial Planning, where he currently serves on their Editorial Review Board. He also served for two years as a member of the Journal's Editorial Advisory Board.
Ron is past Chairman and President of the Financial Planning Association (FPA) of Central Florida and served as an Executive Committee member of the Central Florida Estate Planning Council. He is also a member of the National Association of Personal Financial Advisors, the nation's leading organization of fee-only comprehensive financial planning professionals.
Ron's planning advice has been featured in various national and local media including Smart Money magazine, Florida Trend magazine, Morningstar, WinterPark/Maitland Observer and the Orlando Sentinel.
Ron earned a Bachelor of Science degree in Accounting from Orlando College and was an Adjunct Instructor of Financial Planning and Investments at the University of Central Florida. He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving him unlimited practice rights representing taxpayers before the IRS.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
50% owner of Flat Out Motorsports LLC - it is NOT investment or finance related. The company sponsors and organizes performance driving events.
14.3% owner of Flat Out Chump Krew LLC - it is NOT investment or finance related. It is a ChumpCar racing team.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Tamayo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
May 17, 1999 - Present
MOISAND FITZGERALD TAMAYO, LLC
Office #1: 200 S Orange Ave Suite 2025, Orlando, FL 32801RIA
CRD#: 109419
Orlando, FL
Past
September 7, 1989 - December 10, 1998
CFG SECURITIES CORP.
BD
CRD#: 10815
LONGWOOD, FL
Past
November 25, 1987 - September 12, 1989
SIGNATURE ESTATE SECURITIES, LLC
BD
CRD#: 18923
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC | SPRAKER, FITZGERALD, TAMAYO & MOISAND, LLC | SPRAKER FITZGERALD & TAMAYO LLC
CRD#: 109419 / SEC#: 801-55992
RIA
Registered Investment Advisory firm - (10/27/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/17/1999)
Exams
General Industry/Product Exam
Current Firm
MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC | SPRAKER, FITZGERALD, TAMAYO & MOISAND, LLC | SPRAKER FITZGERALD & TAMAYO LLC
CRD#: 109419 / SEC#: 801-55992
RIA
Registered Investment Advisory firm - (10/27/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 South Orange Avenue Suite 1170, Orlando, FL 32801
Mailing Address
Phone number
(407) 869-6228
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,571 |
| AUM (Assets Under Management) | $ 1,150,568,195 |
Red Flags
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Company Information
MOISAND FITZGERALD TAMAYO, LLC
CRD#: 109419Orlando, FL 32801TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
