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Daniel Brian Moisand

Daniel B. Moisand

MOISAND FITZGERALD TAMAYO
Orlando, FL 32801
Some features on this profile are disabled
CRD#: 2167083
Daniel Brian Moisand

Professional summary

Daniel Brian Moisand, CFP®, who also goes by Dan Moisand, is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Daniel has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Core Areas of Focus

Baby Boomers
Estate & Generational Planning Issues
Generation X
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Income Management
Retirement Planning
Inheritance
Elder Care
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Dan Moisand

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Brian Moisand's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 1994

Experience

Current

January 9, 2003 - Present

MOISAND FITZGERALD TAMAYO, LLC

Office #1: 200 South Orange Avenue Ste. 2025, Orlando, FL 32801
RIA
CRD#: 109419
Orlando, FL
Past

December 8, 1997 - June 27, 2000

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 12, 1991 - December 23, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 12, 1991 - December 23, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
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
(1/9/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/9/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/1998
General Securities Principal Examination

Current Firm

MOISAND FITZGERALD TAMAYO, LLC
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,571
AUM (Assets Under Management)$ 1,150,568,195

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOISAND FITZGERALD TAMAYO, LLC

MOISAND FITZGERALD TAMAYO, LLC

CRD#: 109419Orlando, FL 32801

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Contact information

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