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Michelle G Moss

Nashua, NH
·CRD# 7314018·6 years experience

Professional Summary

Michelle G Moss, who also goes by Michelle M Gaye, Michelle M. Gaye, Michelle M Moss, Michelle G. Moss, was a registered financial advisor. Michelle was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michelle had worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michelle M Gaye, Michelle M. Gaye, Michelle M Moss, Michelle G. Moss

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

Unknown Firm·
221 Main St, #4252, Nashua, NH 03060
October 27, 2026 - Present
NEW HARBOR FINANCIAL GROUP, LLC·CRD# 155528
RIA
Worcester, MA
February 8, 2023 - April 27, 2026
TACONIC ADVISORS·CRD# 123961
RIA
Saugerties, NY
February 14, 2021 - January 11, 2023

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Michelle Moss has been self-employed as a breathing and movement instructor since November 2025, which occupies no more than 10 hours per week outside of trading hours.

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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.
IAR
New Hampshire
(10/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2020About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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