Moisand Fitzgerald Tamayo, LLC

Overview

Moisand Fitzgerald Tamayo, LLC is an SEC registered investment adviser based in Orlando, FL, registered since 1998. It reports $1.4B in assets under management across 3,662 accounts, with 30 employees. It has 10 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

100%

Accounts

3,662

Average account

$369K

Employees

30

Advisory reps

10

Registered since

1998

Jurisdictions

22

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 6

• Dennis John Hunt Chief Compliance Officer CRD 4396578
• Charles Edmund Fitzgerald III Member CRD 2731110
• Daniel Brian Moisand Member CRD 2167083

3 more executive officers, with direct contact details

Advisory reps 3 of 10

• Bradley William Brescia Insurance Agent · Investment Adviser Rep CRD 5723687
• Derrick Banks Chandler Investment Adviser Rep CRD 5623642
• Charles Edmund Fitzgerald III Insurance Agent · Investment Adviser Rep CRD 2731110

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

300 S Orange Ave Ste 1170
Orlando, FL 32801

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 22 jurisdictions
• Website: moisandfitzgerald.com

Every state, with registration dates

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