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Eleanor Kirby Moffat

Bahl & Gaynor Inc.

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About Eleanor Kirby Moffat

Eleanor Moffat is an investment advisor representative with Bahl & Gaynor Inc. located in Cincinnati, Ohio. Eleanor has been in the securities industry since 1989 and has been registered with Bahl & Gaynor Inc. since August 2001. Eleanor has Series 7 and Series 63 licenses. Eleanor specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars. Eleanor has experience working with high-net-worth individuals, charitable organizations, corporations, and investment companies.

Firm Information

Eleanor Moffat is currently registered with Bahl & Gaynor Inc.. Bahl & Gaynor Inc. is a Cincinnati, OH-based investment advisor with over $20 billion in regulatory assets under management. The firm provides a range of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Bahl & Gaynor caters to a diverse client base including high-net-worth individuals, charitable organizations, corporations, investment companies, and insurance companies. The firm also participates in wrap fee programs.
Bahl & Gaynor Inc.

255 EAST FIFTH STREET

CINCINNATI, OH 45202

$20.23B

Assets Under Management

Not reported

Total Clients

18

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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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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Eleanor Moffat’s Registration & Firm History

OH

08/07/2001 - Present

Bahl & Gaynor Inc. (CINCINNATI OH)

MD

01/10/1996 - 01/11/1999

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

04/04/1989 - 01/10/1996

BARTLETT & CO.

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Licenses & Designations

BC

Issued 12/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eleanor Kirby Moffat.
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