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Michael John Moss

THE Ascent Group, LLC

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About Michael John Moss

Michael John Moss is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with The Ascent Group, LLC, a hybrid RIA firm, and holds the Series 66, Series 24, and Series 7 licenses. Michael also holds the Certified Financial Planner designation. Michael focuses on providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.

Firm Information

Michael Moss is currently registered with THE Ascent Group, LLC. THE Ascent Group, LLC is an investment advisor based in Virginia Beach, Virginia. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.88 billion in assets for 4,261 accounts. Their client base includes individuals, businesses, corporations, and charitable organizations.
THE Ascent Group, LLC

192 BALLARD COURT

VIRGINIA BEACH, VA 23462

$2.88B

Assets Under Management

6

Total Clients

12

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 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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Michael Moss’s Registration & Firm History

VA

05/13/2021 - Present

THE Ascent Group, LLC (VIRGINIA BEACH VA)

VA

02/02/2023 - 08/23/2024

TRIAD ADVISORS LLC (Virginia Beach VA)

VA

04/08/2021 - 01/25/2023

AMERITAS INVESTMENT COMPANY, LLC (VIRGINIA BEACH VA)

MD

10/26/2012 - 04/02/2021

AMERITAS INVESTMENT COMPANY, LLC (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 12/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Moss.
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