DM
DM
Donald Moss is a registered investment advisor at Raymond James & Associates, INC., based in Burbank, OH, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Burbank, OH
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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 →Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2025 - December 2025 · 10 mos
Raymond James Financial Services Advisors, INC
February 2025 - December 2025 · 10 mos
Jason M Orsky Wealth Management LLC
November 2020 - March 2022 · 1 yr 4 mos
Jason M Orsky Wealth Management LLC
November 2020 - December 2020 · 1 mo
Purshe Kaplan Sterling InvestmentsBroker
February 2020 - March 2022 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.