Betsy M Moszeter
Investment adviser representative at Reflection Asset Management
10 yearsExperience
1 stateRegistered in
$228.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Reflection Asset ManagementDec 2025 to now
- Newday Funds, Inc. dba Newday Impact InvestingAug 2025 to Dec 2025
- Green Alpha Advisors LLCJan 2015 to Jul 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Reflection Asset Management
Legal name: Reflection Asset Management, LLC
$228.9MAssets managed
72Clients
2Advisers
6 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
- 5192402
- Firm CRD
- 306663