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Dennis John Hunt

Dennis J. Hunt

MOISAND FITZGERALD TAMAYO
Orlando, FL 32801
Some features on this profile are disabled
CRD#: 4396578
Dennis John Hunt

Professional summary

Dennis John Hunt, CFP®, who also goes by Dennis J Hunt, Dj Hunt, is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dennis has worked at 3 firms and has passed the Series 66, Series 31 and Series 7 exams.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Financial Psychology/Coaching
Investment Advice with Ongoing Management
Retirement Plan Investment Advice

Biography

In addition to his professional duties, DJ enjoys actively volunteering in his community and church, having served on various non-profit boards. Most recently, he was President and Chairman of the Epilepsy Foundation – TX.  He also has a life-long dedication to martial arts, holding a 5th degree black belt in Taekwondo. DJ graduated from West Texas A&M University with a BBA in Finance in 1999 and earned a Certificate in Financial Planning from Boston University in 2015. He and his wife Tiffany have two teenage children.

Question & Answer

What are your service offerings?
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Small Business Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Dennis J Hunt | Dj Hunt

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 Dennis John Hunt'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: 2015

Experience

Current

March 2, 2020 - Present

MOISAND FITZGERALD TAMAYO, LLC

Office #1: 300 South Orange Avenue Suite 1170, Orlando, FL 32801
RIA
CRD#: 109419
Orlando, FL
Past

February 27, 2004 - August 16, 2004

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
ARMARILLO, TX
Past

February 27, 2004 - August 16, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

August 1, 2001 - February 6, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
AMARILLO, TX
Past

July 3, 2001 - February 6, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
(3/2/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 8/7/2001
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2001
General Securities Representative 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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