Kristen
Sparrow
Moseley Investment Management, Inc
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About this Advisor
Kristen Sparrow is a financial advisor working in Bradenton, Florida with 3 years of industry experience. Sparrow is an employee of Moseley Investment Management, Inc. Their career trajectory has included roles at Moseley Investment Management, Inc, Holman Automotive Group, University Of Florida, Self-Employeed and Full Time Education. Sparrow maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Florida. Moseley Investment Management, Inc is an advisory company based out of Bradenton, FL. The investment advisory business has a total of seven employees. It handles $258 million in assets under management between its 801 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 801 accounts, 28% are associated with high-net-worth individuals who have at least $1 million in assets. Moseley Investment Management, Inc offers a diverse array of services, such as portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial management depend on which service is provided. Fees charged by Moseley Investment Management, Inc most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moseley Investment Management, Inc Brokerage Details
$258,097,595
7
801
$322,219
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Kristen Sparrow Work History
Kristen has been registered as a financial advisor for 3 years.*
Moseley Investment Management, Inc
Moseley Investment Management, Inc
Holman Automotive Group
University Of Florida
Self-Employeed
Full Time Education
*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 Kristen Sparrow 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 Moseley Investment Management, Inc
Bradenton, FL
Bradenton, FL
Bradenton, FL
Bradenton, FL
Bradenton, FL
Bradenton, FL
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