Daniel Brian Moisand
Financial advisor at Moisand Fitzgerald Tamayo, LLC · Orlando, FL
Last updated 2026-10-10
Claim your profileDaniel Brian Moisand is a financial advisor at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, CRD 2167083. Licenses and exams on the registration: Series 63, Series 65. First registered 2003-01-09.
Registration
- CRD number
- 2167083
- Registration status
- Active
- First registered
- 2003-01-09
- Years of experience
- 23
- States registered
- FL
Licenses and exams
- Series 63
- Series 65
Designations
- Certified Financial Planner
Work history
- 2002-11 to Present · Moisand Fitzgerald Tamayo LLC · Maitland, FL
Current employment
- Moisand Fitzgerald Tamayo, LLC · Orlando, FL
Moisand Fitzgerald Tamayo, LLC
- Regulatory AUM
- $1,350,217,545
- Registered advisors
- 10
- Offices
- 3
- Clients per advisor
- 91.2 (Moderate)
- Average AUM per client
- $1.5M (Low)
- High-net-worth client ratio
- 42.7% (Moderate)
Moisand Fitzgerald Tamayo, LLC: advisors, services and reported ETF investments
Reported ETF positions
Moisand Fitzgerald Tamayo reports 185 ETF positions worth $981.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAI — Dimensional International Core Equity Market ETF | $152.3M |
| AVLV — Avantis U.S. Large Cap Value ETF | $123.7M |
| SCHR — Schwab Intermediate-Term U.S. Treasury ETF | $100.5M |
| SCHO — Schwab Short-Term U.S. Treasury ETF | $98.5M |
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $80.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Moisand Fitzgerald Tamayo's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $27.4K | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $27.4K | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $24K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $26.2K | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Moisand Fitzgerald Tamayo, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Sells Non-Advisory Products or Services
Location
200 South Orange Avenue, Orlando, FL 32801
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 407-869-6228
- Website: moisandfitzgerald.com
Official record
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