Derrick B. Chandler
MOISAND FITZGERALD TAMAYO
Orlando, FL 32801
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CRD#: 5623642
Professional summary
Derrick Banks Chandler, CFP® is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.
Derrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Derrick has worked at 1 firm .
Biography
Derrick is an active member of the Central Florida chapter of Financial Planning Association where he has participated on the “Financial Planning Hotline” for several years. His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column. Derrick earned a Bachelor of Science degree in Finance from the University of Central Florida, where he also completed their rigorous Financial Planning Certificate Program.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Derrick Banks Chandler'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: 2005
Experience
Current
January 21, 2009 - Present
MOISAND FITZGERALD TAMAYO, LLC
Office #1: 200 S Orange Ave Suite 2025, Orlando, FL 32801RIA
CRD#: 109419
Orlando, FL
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(1/21/2009)
Exams
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
