Alexander
Moser
Fisher Investments
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About this Advisor
Alexander Moser is a certified financial planner operating out of Tampa, Florida, with 2 years of industry experience. Moser works at Fisher Investments. Over the course of their career, Moser has held roles at Curtis H Parry, Northwestern Mutual Investment Services LLC, Usaa Financial Advisors Inc, Usaa Federal Savings Bank, Casey Wright, Willam Hayes, Fisher Investments, Northwestern Mutual Wealth Management Co and Curtis Parry. Moser maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Fisher Investments is an advisory firm headquartered in Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It controls $192 billion in assets across its 269,289 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Fisher Investments offers a number of services, including 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Fisher Investments likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
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
Alexander has been registered as a financial advisor for 2 years.*
Fisher Investments
Northwestern Mutual Investment Services LLC
Curtis Parry
Northwestern Mutual Investment Services LLC
Casey Wright
Willam Hayes
Curtis H Parry
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Co
Usaa Financial Advisors Inc
Usaa Federal Savings Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Plano, TX
Plano, TX
Plano, TX
Marietta, GA
Westerville, OH
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
