AM
Andrew H. Moss
ELEVATION POINT WEALTH PARTNERS
Bloomfield Hills, MI 48302
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CRD#: 2503107
AM
Professional summary
Andrew Howard Moss, CIMA®, who also goes by Andrew H Moss, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Bloomfield Hills, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Bloomfield Hills, Michigan.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew H Moss
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.
1) Elevation Point Wealth Partners, LLC dba Fortage Capital Advisors. Investment Related. At Registered Location. RIA. Founder & Managing Partner. Start Date: 04/18/2025. 80 hrs/ month; all during trading hours. Founder; Managing Partner and producing financial advisor. 2) Fixed Insurance; Not investment related; Registered Branch Office Location; Fixed / Traditional Insurance; Agent 09/2020; 1 hr mo, 1 hr during trading; Sales of fixed / traditional insurance. 3) Western Golf Association; Not Investment Related; 2501 Patriot Blvd. Glenview, IL 60026; Non-Profit Organization. Director. Start Date: Q2 2021. 2 hrs/ month; all during trading hours. Provide scholarships through Evans Scholars; simply a liaison between my country club and WGA/Evans Scholars, goal to increase funding for the golf scholarships.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Howard Moss'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®
Experience
Current
April 18, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 4190 Telegraph Road Suite 3300, Bloomfield Hills, MI 48302RIA
CRD#: 137068
Bloomfield Hills, MI
Current
September 17, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4190 Telegraph Road Suite 3300, Bloomfield Hills, MI 48302BD
CRD#: 35747
Bloomfield Hills, MI
Past
September 8, 2020 - May 1, 2025
TRANSCEND CAPITAL ADVISORS, LLC
RIA
CRD#: 299723
Bloomfield Hills, MI
Past
January 12, 1999 - September 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BLOOMFIELD HILLS, MI
Past
August 10, 1994 - September 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BLOOMFIELD HILLS, MI
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".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - (1/3/2006 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/3/2020)
RR
District of Columbia(9/17/2020)
RR
Florida(10/19/2020)
RR
Illinois(11/17/2020)
RR
Michigan(9/17/2020)
IAR
Michigan(4/18/2025)
RR
New Jersey(9/17/2020)
RR
North Carolina(9/17/2020)
RR
Ohio(9/17/2020)
RR
South Carolina(9/17/2020)
RR
Virginia(9/17/2020)
RR
Wisconsin(9/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
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Contact information
Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| AUM (Assets Under Management) | $ 2,434,909,737 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
