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Colin J Dresser

Moss BAY Capital

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About Colin J Dresser

Colin Dresser is an Investment Advisor Representative at Moss Bay Capital, located in Kirkland, Washington. Colin has been working in the securities industry since June 2014. Colin has passed the Series 65 exam and is registered in Washington. Colin has worked with Sea Port Products Corporation since January 2016. Colin also works with clients in a variety of investment areas, including high-net-worth individuals, pooled investment vehicles, and corporations or other businesses.

Firm Information

Colin Dresser is currently registered with Moss BAY Capital. Moss BAY Capital is an investment advisor that manages $4.9 million in assets. The firm provides portfolio management services for individuals and pooled investment vehicles. The majority of their clients are pooled investment vehicles, followed by high-net-worth individuals.

$4.94M

Assets Under Management

Not reported

Total Clients

1

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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performance-based fees

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

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Colin Dresser’s Registration & Firm History

WA

12/11/2018 - Present

Moss BAY Capital (KIRKLAND WA)

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Licenses & Designations

IA

Issued 08/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin J Dresser.
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