Michael
Moeller
Slocum, Gordon & Co. Llp
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About this Advisor
Michael Moeller is a financial advisor based in Newport, Rhode Island, working with Slocum, Gordon & Co. Llp. Michael has previously held positions at Metlife Securites, Inc, Bbc America, State Street, Gw&K Investment Management, Amundi Pioneer Asset Management, Ubs Investment Bank, Clearwater, and Slocum, Gordon & Co. Llp. Michael has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Rhode Island, and Texas. Currently, Michael is part of Slocum, Gordon & Co. Llp, which operates out of Newport, Rhode Island. The firm has 6 employees and manages assets totaling $215.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Slocum, Gordon & Co. Llp includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Slocum, Gordon & Co. Llp Brokerage Details
$215,832,625
6
282
$765,364
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Michael Moeller Work History
Slocum, Gordon & Co. Llp
Clearwater
Ubs Investment Bank
Amundi Pioneer Asset Management
Gw&K Investment Management
Metlife Securites, Inc
State Street
Bbc America
Disclosures
Please visit the SEC profile of Michael Moeller 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 Slocum, Gordon & Co. Llp
Newport, RI
Newport, RI
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