Charles E. Fitzgerald
Professional summary
Charles Edmund Fitzgerald III, CFP®, who also goes by Charlie Fitzgerald III, is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Charles has worked at 3 firms and has passed the Series 63, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Edmund Fitzgerald III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
May 17, 1999 - Present
MOISAND FITZGERALD TAMAYO, LLC
Office #1: 300 South Orange Avenue Suite 1170, Orlando, FL 32801November 20, 1998 - July 20, 1999
SIGNATURE ESTATE SECURITIES, LLC
June 5, 1996 - November 28, 1998
CFG SECURITIES CORP.
Primary Firm SEC Registration
MOISAND FITZGERALD TAMAYO, LLC
CRD#: 109419 / SEC#: 801-55992
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/17/1999)
Exams
Current Firm
MOISAND FITZGERALD TAMAYO, LLC
CRD#: 109419 / SEC#: 801-55992
Contact information
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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