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Daniel Francis Mosseri

Carson Advisory Group

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About Daniel Francis Mosseri

Daniel Mosseri is a financial advisor with over six years of experience in the financial industry. Daniel is currently registered as an investment advisor representative with Carson Advisory Group in Athens, GA. Previously, Daniel was registered with Wells Fargo Clearing Services, LLC in Athens, GA. Daniel holds the Series 66, SIE, and Series 7 licenses. Daniel specializes in providing financial planning services to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Daniel Mosseri is currently registered with Carson Advisory Group. Carson Advisory Group is an investment advisor headquartered in Athens, GA, with a team of 9 investment advisor representatives. They manage approximately $694,921,441 in assets for a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, and selection of other advisors. They participate in wrap fee programs.
Carson Advisory Group

470 HILL ST.

ATHENS, GA 30601

$694.92M

Assets Under Management

55

Total Clients

8

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

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

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percentage of assets

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

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Daniel Mosseri’s Registration & Firm History

GA

11/23/2020 - Present

Carson Advisory Group (ATHENS GA)

GA

10/16/2014 - 10/26/2020

WELLS FARGO CLEARING SERVICES, LLC (ATHENS GA)

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Licenses & Designations

BOTH

Issued 11/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Francis Mosseri.
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