John
Mosher
Unique Wealth, LLC
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About this Advisor
John Mosher is a certified financial planner and chartered financial consultant based in Tampa, Florida with a total of 2 years of industry experience. Mosher is on the advisory team at Unique Wealth, LLC. Throughout their career, Mosher has worked at Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services, LLC, Unique Wealth, LLC and Together We Are Unique, LLC. Mosher has a Series 63 license, qualifying them as a securities broker, and is able to operate in Florida and Texas. Unique Wealth, LLC is an advisory business that has its headquarters in Tampa, FL. The firm has a total of 10 people on staff. It administers $487 million in total assets among its 1,707 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,707 client accounts, 37% are held by high-net-worth clients who have more than $1 million in assets available to invest. Unique Wealth, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on the type of financial services. However, fees billed by Unique Wealth, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unique Wealth, LLC Brokerage Details
$486,588,853
10
1,707
$285,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Mosher Work History
John has been registered as a financial advisor for 2 years.*
Unique Wealth, LLC
Together We Are Unique, LLC
Northwestern Mutual Life Insurance Co
Northwestern Mutual Investment Services, 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 John Mosher 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 Unique Wealth, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, 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.
