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Ronald Tamayo

Moisand Fitzgerald Tamayo, LLC

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About Ronald Tamayo

Ronald Tamayo is a financial advisor with over 30 years of experience in the industry. Ronald is currently registered with Moisand Fitzgerald Tamayo, LLC and has been with the firm since October 1998. Ronald specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, and charitable organizations. Ronald holds the Series 7 General Securities Representative license and is a Certified Financial Planner. Ronald is also a 50% owner of Flat Out Motorsports LLC and a 14.3% owner of Flat Out Chump Krew LLC.

Firm Information

Ronald Tamayo 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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Ronald Tamayo’s Registration & Firm History

FL

05/17/1999 - Present

Moisand Fitzgerald Tamayo, LLC (Orlando FL)

FL

09/07/1989 - 12/10/1998

CFG SECURITIES CORP. (LONGWOOD FL)

CA

11/25/1987 - 09/12/1989

TRANSAM SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Tamayo.
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