Alexander
Moser

Fisher Investments

CRD#6314934
Investment Advisor
in Tampa, FL

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About this Advisor

Alexander Moser is a financial advisor based in Tampa, Florida, working with Fisher Investments. Alexander has previously held positions at Curtis H Parry, Northwestern Mutual Investment Services LLC, Usaa Financial Advisors Inc, Casey Wright, Willam Hayes, Fisher Investments, Northwestern Mutual Wealth Management Co, and Curtis Parry. Alexander has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Alexander is part of Fisher Investments, which operates out of Tampa, Florida. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Fisher Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3109 W Dr. Martin Luther King Boulevard
Tampa, FL 33607

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Fisher Investments Brokerage Details

Total Assets Under Management

$235,943,355,465

FL Average: $3,042,739,679
Total Number of Employees

3,525

FL Average: 49
Total Number of Accounts

148,462

FL Average: 2,315
Average Account Size

$1,589,251

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Alexander Moser Work History

2021 - Present (3 years)

Fisher Investments

2019 - 2021 (2 years)

Northwestern Mutual Investment Services LLC

2019 - 2021 (2 years)

Curtis Parry

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2018 - 2019 (1 year)

Casey Wright

2018 - 2019 (1 year)

Willam Hayes

2017 - 2018 (1 year)

Curtis H Parry

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2021 (4 years)

Northwestern Mutual Wealth Management Co

2014 - 2017 (3 years)

Usaa Financial Advisors Inc

Disclosures

Please visit the SEC profile of Alexander Moser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fisher Investments

Weston Cooper
San Mateo, CA
Michael Mcclelland
Plano, TX
Zachory Prekel
Plano, TX
Nicholas Arntz
Plano, TX
Eric Schmauch
Plano, TX
Hyun Paik
Plano, TX
Ry Cardeilhac
Tampa, FL
Michael Valentino
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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