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MOISAND FITZGERALD TAMAYO, LLC

ORLANDO, FL · CRD 109419 · IAPD ↗ · 407-869-6228

$1.35BRegulatory AUM
11Advisory reps
30Employees
125Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MOISAND FITZGERALD TAMAYO, LLC now reports custody of client assets ($77.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2025 — MOISAND FITZGERALD TAMAYO, LLC notice-filed in AR, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — MOISAND FITZGERALD TAMAYO, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — MOISAND FITZGERALD TAMAYO, LLC added office(s): 2 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — MOISAND FITZGERALD TAMAYO, LLC crossed $1B in regulatory AUM ($901.4M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.