EM
EM

Eric Moessing

8 Years of Experience
Salt Lake City, UT

Eric Moessing is a registered investment advisor at Seven Canyons Advisors, LLC, based in Salt Lake City, UT, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
4 clients
Average Client Portfolio
$30.4M average
Assets Under Management
$121.6M

Fee Structure

Investment management only (planning not offered)

Seven Canyons does not have standard investment management fee schedules for separately managed accounts or client-tailored strategies. Fees are negotiated individually with each client.

Loading...

Location

22 East 100 South 4th Floor, Salt Lake City, UT, 84111

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Eric is the COO of Seven Canyons Advisors, LLC, dedicating full-time hours to investment advisory services. He also owns The Annadel Group, an assisted living facility, taking about a quarter of his time, and serves as trustee of the Seven Canyons retirement plan, requiring minimal time.

Employment History
Current Registrations
Seven Canyons Advisors, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Alps Distributors, INC.Broker
November 2018 - April 2025 · 6 yrs 5 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Moessing - Financial Advisor | TrueAdvisor