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Ryan Edward Osborne

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

CRD 7698535

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Employer firm

Moisand Fitzgerald Tamayo, LLC CRD 109419

$1.35B regulatory AUM 125 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Moisand Fitzgerald Tamayo, Llc

300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-03
  • FL RA
    APPROVED
    Since 2023-03-03

Branch Locations

300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moisand Fitzgerald Tamayo, Llc Orlando FL 01/2018 Present
Manchester Capital Bowling Green KY 11/2016 12/2017
Broderick And Davenport, Pllc Bowling Green KY 06/2015 11/2016
  • 01/2018 → Present
    Orlando, FL
  • 11/2016 → 12/2017
    Manchester Capital
    Bowling Green, KY
  • 06/2015 → 11/2016
    Broderick And Davenport, Pllc
    Bowling Green, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-15
  • S65 Uniform Investment Adviser Law Examination
    2017-09-15
Designations
  • Certified Financial Planner
Other Names
  • Ryan Osborne

View on SEC IAPD

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