Eric Moses
Eric Moses is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ponte Vedra Beach, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
814 US Highway A1A North, Suite 201, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric works as an associate financial advisor and financial planner for Brust Wealth Advisors since January 2024. This takes about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations24 states
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