linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher James Moshy

Bailard, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher James Moshy

Christopher Moshy is a Registered Investment Advisor Representative who is currently employed by Bailard, Inc. Christopher has over 16 years of experience in the financial services industry. Christopher has passed both the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Christopher's current specializations include Portfolio Management for individuals, Portfolio Management for businesses, Portfolio Management for investment companies, and Portfolio Management for pooled investment vehicles.

Firm Information

Christopher Moshy is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Moshy’s Registration & Firm History

CA

05/01/2015 - Present

Bailard, Inc. (FOSTER CITY CA)

CA

08/12/2016 - 06/26/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

Not sure if Christopher James Moshy is right for you?

Licenses & Designations

BC

Issued 06/22/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/06/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Moshy.
Not sure if Christopher James Moshy is right for you?