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James Edward Crandall

Moisand Fitzgerald Tamayo, LLC

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About James Edward Crandall

James Edward Crandall is a financial advisor registered with Moisand Fitzgerald Tamayo, LLC. James is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since July 25, 2018. James holds the Series 63, 65, 7TO and SIE licenses. James specializes in working with high-net-worth individuals, families, and individuals other than high-net-worth. James is registered in 27 states and has been with Moisand Fitzgerald Tamayo, LLC since November 2024.

Firm Information

James Crandall is currently registered with Moisand Fitzgerald Tamayo, LLC. Moisand Fitzgerald Tamayo, LLC is an Orlando, FL-based investment advisor with $1,028,555,365 in regulatory assets under management. The firm provides financial planning, pension consulting and portfolio management services for individuals, high net worth individuals, and businesses. Moisand Fitzgerald Tamayo, LLC also serves charitable organizations and pension and profit-sharing plans. They are registered with the SEC and have 9 investment advisor representatives. The firm's website addresses include www.moisandfitzgerald.com and www.forcrebrokers.com.
Moisand Fitzgerald Tamayo, LLC

300 SOUTH ORANGE AVENUE

ORLANDO, FL 32801

$1.03B

Assets Under Management

28

Total Clients

9

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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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.

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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James Crandall’s Registration & Firm History

TX

12/18/2024 - Present

Moisand Fitzgerald Tamayo, LLC (PLANO TX)

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Licenses & Designations

BC

Issued 12/30/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2020

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward Crandall.
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