Charles
Fitzgerald
Moisand Fitzgerald Tamayo, LLC
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About this Advisor
Charles Fitzgerald is a certified financial planner operating in Orlando, Florida with a total of 24 years of relevant experience. Fitzgerald is currently employed by Moisand Fitzgerald Tamayo, LLC. They have spent the entirety of their time as a financial advisor at Moisand Fitzgerald Tamayo, Llc. Fitzgerald maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Florida. Moisand Fitzgerald Tamayo, LLC is a financial advisory firm headquartered in Orlando, FL. The company has offices in two locations and a total of 21 advisors. It has $901 million in total assets between its 3,169 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,169 customer accounts, 46% are held by high-net-worth clients who have greater than $1 million in investable assets. Moisand Fitzgerald Tamayo, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which services are offered. However, fees billed by Moisand Fitzgerald Tamayo, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moisand Fitzgerald Tamayo, LLC Brokerage Details
$901,422,986
21
3,169
$284,450
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Charles Fitzgerald Work History
Charles has been registered as a financial advisor for 24 years.*
Moisand Fitzgerald Tamayo, LLC
*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 Charles Fitzgerald 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 Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
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.
