Michael T. Salmon
MOISAND FITZGERALD TAMAYO
Orlando, FL 32801
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CRD#: 6137619
Professional summary
Michael Todd Salmon, CFP®, who also goes by Mike Salmon, is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 1 firm .
Biography
Mike’s expertise lies in helping people make a successful transition into retirement by designing financial plans to help answer whether you have saved enough to meet your goals and desired lifestyle in retirement. Detailed cash flow planning with an emphasis on tax optimization is critical to successful liquidation of assets during retirement.
Tax planning is a very important and challenging component of an overall financial plan no matter your stage of life. Mike assists in tax preparation of individual and corporate tax returns as well as year-end tax projections. He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving him unlimited practice rights representing taxpayers before the IRS.
He also has experience helping Qualified Real Estate Agents make the transition to QREA status. There are many tax and retirement planning strategies available to individuals with this status.
Mike is an active member of the Central Florida chapter of Financial Planning Association, where he has participated in the “Financial Planning Hotline” for many years. His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column, Investopedia, and CNBC.com.
Mike earned a Bachelor of Science degree in Financial Counseling and Planning from Purdue University. He and his wife, Tiffany, have been married for 7 years and have four young children.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Mike Salmon
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 Michael Todd Salmon'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: 2011
Experience
Current
March 26, 2013 - Present
MOISAND FITZGERALD TAMAYO, LLC
Office #1: 300 South Orange Avenue Suite 1170, 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(3/26/2013)
IAR
Texas(12/15/2015)
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
