MOISAND FITZGERALD TAMAYO, LLC

CRD 109419File 801-55992

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.35B

Above cohort median (national)

Discretionary AUM

$1.35B

Clients

912

3,662 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 27, 1998
Principal office: 300 SOUTH ORANGE AVENUE, SUITE 1170, ORLANDO, FL, 32801
Phone: 407-869-6228
Website: HTTPS://WWW.FACEBOOK.COM/MOISANDFITZGERALDTAMAYO/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.35B
Discretionary AUM: $1.35B
Non-discretionary AUM: $0
Discretionary accounts: 3,662
Non-discretionary accounts: 0
Total accounts: 3,662
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.9M
Charitable organizations	Fewer than 5	$134K
High net worth individuals	389	$1.13B
Pension and profit sharing plans	6	$0
Individuals (other than high net worth individuals)	517	$218.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — TAX PREP
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.