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professional profile

Daniel Brian Moisand, CFP

IAR Orlando, FL CRD 2167083 Last verified October 2026

Overview

Daniel Brian Moisand is an investment adviser representative based in Orlando, FL, with 35 years in the industry.

Years in the industry
35
States registered
1
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2003

Book and practice

Firm assets under management on file

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