Morris Craig Moser
Investment adviser representative at Raymond James & Associates, Inc.
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Raymond James & Associates, Inc.Apr 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Apr 2026
- Cetera Wealth Services, LLCSep 2025 to Apr 2026
- Avantax Advisory ServicesMar 2021 to Sep 2025
- Avantax Insurance Agency, LLC.Mar 2021 to Sep 2025
- Avantax Investment Services Inc.Mar 2021 to Sep 2025
- World Equity GroupJun 2019 to Mar 2021
- Formulafolio Investments, LLCApr 2015 to Mar 2021
- Retirement Wealth Advisors, Inc.Apr 2015 to Mar 2021
- Taylor Capital Management Inc.Oct 2014 to Jul 2019
- M. Craig MoserFeb 1999 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1820768
- Firm CRD
- 705