Moisand Fitzgerald Tamayo, based in Orlando, Florida, is ranked No. 69 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.3 billion
Accounts Under Management: 4,800
Years in Business: 27
- Accepts clients in all 50 states
- Physical offices in Florida and Texas
- $1 million minimum asset threshold
Leadership and Contact Information:
Dan Moisand, director
Charlie Fitzgerald, director
moisandfitzgerald.com
Bank of America Plaza, 300 South Orange Ave., Suite 1170, Orlando, FL 32801
(407) 869-6228
