Douglas Vinal Moon
Investment adviser representative at O.F.O. Partners, LLC
19 yearsExperience
2 statesRegistered in
CFADesignation
$110MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- O.F.O. Partners, LLCNov 2018 to now
- JPMorgan Securities Inc.Oct 2007 to Oct 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
O.F.O. Partners, LLC
$110MAssets managed
10Clients
1Advisers
Under 1 yearIn 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
- 4262572
- Firm CRD
- 297424