Susan
Moseley

Moseley Investment Management, Inc

CRD#871967
Investment Advisor
in Bradenton, FL

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About this Advisor

Susan Moseley is a financial advisor based in Bradenton, Florida, working with Moseley Investment Management, Inc. Susan has previously held positions at Moseley Investment Management, Inc and Royal Alliance Associates, Inc. Susan has passed the Series 63 regulatory exam and is registered to provide services in Florida and Texas. Currently, Susan is part of Moseley Investment Management, Inc, which operates out of Bradenton, Florida. The firm has 1 office and 7 employees. The firm manages assets totaling $351.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Moseley Investment Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1724 Manatee Avenue W
Bradenton, FL 34205

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Moseley Investment Management, Inc Brokerage Details

Total Assets Under Management

$351,219,456

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

913

FL Average: 2,474
Average Account Size

$384,687

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Susan Moseley Work History

1996 - Present (28 years)

Royal Alliance Associates, Inc

1990 - Present (34 years)

Moseley Investment Management, Inc

Disclosures

Please visit the SEC profile of Susan Moseley 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

Laurie Tinnell
Bradenton, FL
Eva Howland
Bradenton, FL
Ryan Moseley
Bradenton, FL
Dina Villalobos
Bradenton, FL
Susan Moseley
Bradenton, FL

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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